Licensed CFA -Gregory Pendy Expert Guidance For
Wealth Growth
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Gregory pendy Expert Guidance
For Wealth Growth
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Accredited by Finra.org Navigating Wealth
Shaping Futures
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Gregory Pendy

A Dynamic Financial Advisor

Gregory Pendy is a financial advisor in New York with 21 years of experience, currently at Wells Fargo Advisors. He has previously worked at Clear Street LLC, Chardan Capital Markets LLC, Sidoti & Company LLC, Nomura Securities Intl, Banc of America Securities LLC, and Lehman Brothers Inc. Pendy holds several licenses, including Series 63, 66, 7, 24, and SIE, and is registered with FINRA, NYSE American LLC, Nasdaq, and the New York Stock Exchange.

Award Winning Broker 2021

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what we offer

Investment Advisory

I have served over 1,000 clients for two decades as a top licensed broker and asset manager, with global recognition in Europe and Asia.

Investment Management

  1. Local and worldwide portfolios
  2. Offshore portfolios
  3. Retirement solutions
  4. Shariah-compliant investments

Equity-Backed Finance

Investors needing quick access to capital often find themselves having to liquidate an investment portfolio in order to sidestep the cumbersome process of applying for a bank loan.

Fiduciary and Tax

We assist with structuring local and offshore trusts, international estate planning, exchange controls, and tax matters, ensuring the orderly transfer and preservation of your wealth for future generations.

Stockbroking and Derivatives

Our institutional services include trading, market making for exchange-traded funds (ETFs) and direct market access (DMA) for third-party managers. We’re a licensed stockbroker and a member of the JSE.

Corporate Finance

Strategy experience and analytical expertise combine to enable decision making and create value.

our strategy

Main Principles

Consultation & Relationship

We understand the client’s financials goals, risk tolerance, and preference through open ended questions.

Implement Plans

implement the agreed-upon investment strategy, including the purchase of reallocation asset.

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Analysis & Strategy

We define clear financial goals and develop strategy that includes asset allocation and diversification

Customer Strategy

Strategy experience and analytical expertise combine to enable.

210

Years of
Experience

10000
+

trusted
clients

440

STATES LICENSED TO PRACTICE

80

AWARDS RECOGNIZED BROKER

Award Winner And Licensed Broker

For Investors who Value Transparency

Pendy holds multiple licenses, including Series 63, 66, 7, 24, and SIE, and is registered with FINRA, NYSE American, Nasdaq, and the NYSE.

Forex CFDs
95 %
Cryptocurrency CFDs
96 %
Share CFDs
86 %
Index CFDs
88 %
Commodity CFDs
86 %
testimonials

What People Say

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