Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Aaron Bitz is a Certified Financial Planner™ and a Chartered Financial Consultant who has been in the industry since August 1996. Gregory Aaron Bitz currently works for WBH Advisory, Inc. and is registered as an Investment Advisor Representative in both Florida and Maryland. Gregory Aaron Bitz specializes in working with high net worth individuals, corporations or other businesses, and charitable organizations. Gregory Aaron Bitz provides a variety of financial services including financial planning and portfolio management for both individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MD
07/07/2016 - Present
WBH Advisory, Inc. (BALTIMORE MD)
IA
Issued 10/11/1996
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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