Gregory Charlot
Vice President and Branch Sales Manager at A.G.P./Alliance Global Partners
- Role
- Vice President and Branch Sales Manager at A.G.P. Alliance Global Partners
- Location
- Boca Raton, FL, US
- LinkedIn followers
- 500 followers
About Gregory Charlot
Greg Charlot has been in the Financial Services Industry for over 10 years, first at…
Experience
Vice President and Branch Sales Manager
A.G.P. Alliance Global Partners
Feb 2019 — Present
Greg Charlot has been in the Financial Services Industry for over 10 years, first at Ameriprise Financial, where he earned his licensed as a Registered Representative. He then joined First Investors Corporation as a licensed Registered Representative working closely with state employees. After the acquisition of First Investors Corporation by Foresters (IOF), Greg was promoted to Sales Supervisor and then Assistant Branch Manager with responsibilities focused on New Representative Development. In addition to his supervisory duties, Greg is also an Investment Adviser Representative (IAR); managing, advising and administering financial solutions and services to clients and newly developed relationships with existing and potential clients. As of February 2019, Gregory accepted position with A.G.P./ Alliance Global Partners as Principal and Branch Manager for the Boca Raton, Florida office.Greg holds FINRA Series 24, Series 66, Series 7, Series 63, Series 26 and Florida State Life, Health and Variable Annuity Insurance License.
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