Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Drew? Claim Your ProfileDrew Gress is a financial advisor who has been working in the industry since June 2013. Drew is currently registered with Cambridge Investment Research Advisors, Inc. in Maryland and Pennsylvania. Previously, Drew was registered with Securities America, Inc. in Maryland, Securities Service Network, LLC in Maryland and Hornor, Townsend & Kent, Inc. in Maryland. Drew holds the Series 6, Series 7, Series 63 and Series 65 licenses. Drew offers financial planning, pension consulting, educational seminars, market timing services and selection of other advisors. Drew also offers portfolio management for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
11/10/2021 - Present
Cambridge Investment Research Advisors, Inc. (Shrewsbury PA)
MD
09/18/2020 - 11/10/2021
SECURITIES AMERICA, INC. (Towson MD)
MD
12/07/2016 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Towson MD)
MD
06/19/2013 - 12/15/2016
HORNOR, TOWNSEND & KENT, INC. (HUNT VALLEY MD)
IA
Issued 10/06/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/19/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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