Dan Charley and Greg Morabito founded Alpine Brokerage in 2008. Their goal was to develop a financial services firm that offers the best products for their clients while delivering “Tiffany-style” service. Because of this commitment to excellence, Alpine attracts many of the industry’s top producers and has a loyal following of producer partners.
Dan and Greg are “hands-on” leaders, continuously seeking new products to offer their clients, and personally coaching and mentoring their producer partners on industry trends, regulatory and market changes, as well as effective sales strategies.
Dan Charley is distinguished in the financial services industry as a perennial qualifier for the Million Dollar Round Table (MDRT) award. MDRT represents the top one percent of financial advisors across the globe and is a symbol of excellence in the financial services industry. He recently earned the prestigious award of “Court of the Table” for his outstanding performance. Dan holds Series 7 and Series 66 licenses as well as a Life and Health license in the states of NJ, PA, FL, and NY.
Dan Charley is a Registered Representative of Concorde Investment Services, LLC. Member FINRA, SIPC. Corporate office: 19500 Victor Parkway, Suite 550, Livonia, MI 48152. (248) 824-6710. Alpine Brokerage Services, LLC and Concorde Investment Services, LLC are separate and unaffiliated entities.
Tapping into his pattern of success in the financial services industry, Greg Morabito co-founded Alpine Brokerage Services, LLC. It was his goal to develop a financial services firm that offers the best products for its clients while delivering exceptional one on one service. Because of his commitment to excellence, the firm attracts many top industry producers and has a loyal following of clients.
Greg Morabito is a Registered Representative of Foresters Equity Services, Inc. Member FINRA, SIPC. Corporate office: 6640 Lusk Blvd., Suite A202, San Diego, CA 92121 (800) 350-9885. Alpine Brokerage Services, LLC and Foresters Equity Services, Inc. are separate and unaffiliated entities.