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Gregory B

Series 66, Series 63, Series 65

New York, NY

Cetera

Gregory Blank is a financial advisor with Cetera, holding Series 63, Series 65, and Series 66 licenses and over 28 years of industry experience. He has served with American Portfolios Financial Services and American Portfolios Advisors for 20 years and has been president of Mag Capital Management dba Blank Financial Group since 2004. He is also involved in the sale of fixed insurance products through various companies. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services with multiple program structures and access to affiliated and third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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