Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg Lewandowski is a financial advisor with over 20 years of experience in the financial services industry. Greg is currently registered with LPL Financial LLC and has offices in Elgin, Huntley, South Elgin, and Woodstock, Illinois. Greg has also been previously registered with BMO Harris Financial Advisors, Inc., Amcore Investment Services, Inc., Harris Investor Services LLC, Ameritas Investment Corp., Harris InvestorLine Inc., and Investment Network, Inc. Greg is dedicated to providing personalized financial advice and strategies to help clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
IL
10/19/2021 - Present
LPL Financial LLC (ELGIN IL)
IL
07/01/2010 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (HUNTLEY IL)
IL
01/22/2004 - 09/30/2010
AMCORE INVESTMENT SERVICES, INC (ROCKFORD IL)
NJ
05/01/2002 - 07/28/2003
HARRIS INVESTOR SERVICES LLC (JERSEY CITY NJ)
NE
02/22/2001 - 05/24/2002
AMERITAS INVESTMENT CORP. (LINCOLN NE)
WA
12/20/2000 - 05/01/2002
HARRIS INVESTORLINE INC. (SEATTLE WA)
IL
03/17/1997 - 07/03/2000
INVESTMENT NETWORK, INC. (FRANKLIN PARK IL)
BOTH
Issued 09/18/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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