Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg Montgomery Shahan is a financial advisor with over 24 years of experience in the financial services industry. Greg Shahan is currently registered with Cambridge Investment Research Advisors, Inc. and is located in Winterset, IA. Prior to joining Cambridge Investment Research Advisors, Inc., Greg Shahan was registered with VOYA FINANCIAL ADVISORS, INC.. Greg Shahan has passed the Series 7, Series 63, Series 66, and SIE exams.
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
IA
01/19/2021 - Present
Cambridge Investment Research Advisors, Inc. (Winterset IA)
IA
12/10/2008 - 01/21/2021
VOYA FINANCIAL ADVISORS, INC. (WINTERSET IA)
IA
07/24/2003 - 12/11/2008
VSR FINANCIAL SERVICES, INC. (WINTERSET IA)
IA
01/17/2002 - 07/25/2003
EAGLE ONE INVESTMENTS, LLC (WASHINGTON IA)
WI
02/18/1998 - 01/18/2002
SII INVESTMENTS, INC. (APPLETON WI)
WI
03/01/1997 - 02/26/1998
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
IA
01/28/1997 - 02/28/1997
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
BOTH
Issued 06/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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