Gregory Abdalla, financial advisor Maitland FL
78 score

Gregory Abdalla

CRD Number: 6160017
Current Firm: Cetera Advisors LLC

Gregory Abdalla (CRD# 6160017) is an Investment Advisor Representative working at Cetera Advisors LLC in Maitland, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor LLC Denver, CO Mar 2016 - Current < 1
Synergy Wealth Alliance Maitland, FL Mar 2016 - Current < 1
Suntrust Bank Clermont, FL Apr 2015 - Mar 2016 < 1
Suntrust Investment Services, Inc. Atlanta, GA Apr 2015 - Mar 2016 < 1
Signator Financial Services, Inc. Bellevue, WA Jul 2014 - Apr 2015 < 1
Pnc Investments Orlando, FL Jan 2013 - Jul 2014 1
Pnc Bank, N.a. Orlando, FL Aug 2012 - Jul 2014 1
Wells Fargo Bank N.a. Tallahassee, FL Mar 2011 - Jul 2012 1
University Housing Tallahassee, FL Aug 2010 - Feb 2011 < 1
Fsu Univeristy Police Department Tallahassee, FL Mar 2007 - Sep 2010 3
Fsu University Housing Tallahassee, FL May 2010 - Aug 2010 < 1
Fsu University Housing Tallahassee, FL May 2010 - Aug 2010 < 1
Hallmark Tampa, FL Sep 2006 - Dec 2006 < 1
Publix St. Cloud, FL Mar 2003 - Aug 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Gregory H. Abdalla
Phone Number: 800-929-3485
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    9,424
    MILLIONS
  • Total Number of Accounts
    47,356
    ACCOUNTS
  • Average Account Value
    $199,001
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
78

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