Greg Musso
Senior Vice President at NBC Securities, Inc.
- Role
- Senior Vice President at Nbc Securities, Inc
- Location
- Huntsville, AL, US
- LinkedIn followers
- 500 followers
About Greg Musso
Since 2001, I\'ve been a financial advisor with NBC Securities helping clients plan for…
Experience
Senior Vice President
May 2001 — Present · Huntsville, AL, US
My primary focus is to help my clients in developing and adhering to a financial strategy that will enable them to live an enjoyable, dignified, and comfortable retirement on their own terms. I listen closely to the specific goals and objectives of each client before recommending a solution based on their desired outcome. I became securities licensed in 2001 through NBC Securities, Inc, obtaining my Series 7, Series 65, and Series 63 designations; passing each exam on the initial attempt, whilst also managing the Private Client Services division for First American Bank;The solutions that are offered include investment vehicles such as: Rollover IRAs, 401(k) plans, SIMPLE/SEP IRAs, Traditional/Roth IRAs, Structured Certificates of Deposits, UITs, annuities, and College 529 Plans, long-term care, and traditional retail brokerage accounts. I have been in the financial services industry since 1993 with first decade as a Corporate Credit Analyst, then Commercial Banking Officer, and last Private Client Services Manager. Next as a Financial Consultant and Investment Advisor Representative with over 20 years experience, I have successfully guided clients through extremely challenging economic cycles, including the technology bubble bust and accounting scandals in early the 9/11 terrorist attacks; the \"Great Recession\" in \'08-\'09; the Flash Crash in \'10; the U.S. federal government credit rating downgrade in 2011; the United Kingdom\'s referendum on exiting the European Union in 2016- more commonly known as \"Brexit\"; and most recently the Coronavirus pandemic of 2020.
Education
University of Alabama
Bachelor's Degree
1989 — 1993
Skills
- Series 7
- Wealth Management Services
- Securities
- Retirement
- Mutual Funds
- Fixed Annuities
- Iras
- Roth Ira
- Finance
- 401(K) Retirement Savings Plans
- Retirement Plan Consulting
- 401k
- Profit Sharing
- Commercial Real Estate
- Investment Advisory
- Investments
- Banking
- Asset Allocation
- Wealth Management
- Financial Services
- 401k Rollovers
- Retirement Planning
- Investment Management
- Pensions
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