Bachelor of Arts in Communication
Registrations and Licenses:
FINRA Series 7, 63 and NY Life and Health
Greg Warren joined Allied Wealth Partners as Financial Associate in December of 2016.
Greg graduated from University at Albany- SUNY with a Bachelor of Arts in Communication. Greg started in the Financial Services industry with Morgan Stanley in 2015. During his time at Morgan Stanley, Greg was a Client Service Associate where he was able to learn the basics in servicing clients. He started assisting his own clients in 2016 with AXA Advisors, LLC. Greg has earned both FINRA Series 7 & 63 registrations along with his NY Life and Health Insurance licenses.
Greg takes a Financial strategy approach that pays special attention to understanding what a client’s needs may be and working with those clients to deliver an optimal solution for them. He does not believe in a “one-size fits all” solution but takes more of a holistic approach by helping clients break down their big financial decisions into small manageable steps.
To Greg, his mission is simple: Provide you with verifiable wealth accumulation and preservation strategies and to do so with an enduring commitment to the client experience. In my role as a financial professional, I strive to help my clients accumulate wealth, protect their investments, protect their families and reduce taxes through the implementation of strategies utilizing a well-balanced investment and insurance portfolio.
Greg focuses on Estate Planning, Wealth Preservation, Wealth Accumulation and Retirement strategies. Additionally, he takes special focus in Asset Allocation, Risk Management, Education Solutions, and assisting business owners.
As a resident of Oceanside, New York, he enjoys baseball, football, fantasy sports, fitness, comedy shows and Culinary Arts.
Greg Warren is a registered representative of Securian Financial Services, Inc.