Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roland? Claim Your ProfileRoland Greco, a seasoned financial professional, has been providing investment advice for over two decades. Roland's experience spans various firms, including Merrill Lynch, LPL Financial, and J.W. Cole Financial. Currently, Roland is a Registered Representative and Investment Advisor Representative with Madison Avenue Securities, LLC. Roland holds the Series 66, Series 7, and SIE licenses. Roland has a strong track record of helping individuals and families achieve their financial goals. Roland offers a range of financial planning and advisory services, including portfolio management, financial planning, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
08/21/2023 - Present
Madison Avenue Securities, LLC (Scranton PA)
PA
08/23/2017 - 09/14/2023
J.W. COLE FINANCIAL, INC. (Scranton PA)
PA
02/04/2008 - 09/18/2017
LPL FINANCIAL LLC (SCRANTON PA)
PA
04/12/1999 - 01/09/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILKES BARRE PA)
BOTH
Issued 05/08/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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