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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Wittland is a financial advisor at Cambridge Investment Research Advisors, Inc. Gregory has been in the financial industry since August 7, 1995. Gregory is registered with the state of Illinois and holds the Series 6, 7, and 63 licenses as well as the SIE exam. Gregory is also a Certified Financial Planner. Prior to joining Cambridge Investment Research Advisors, Inc., Gregory worked at TRANSAMERICA FINANCIAL ADVISORS, INC. and AXA ADVISORS, LLC.
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
IL
04/01/2016 - Present
Cambridge Investment Research Advisors, Inc. (Quincy IL)
IL
09/04/2009 - 04/14/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (QUINCY IL)
IL
03/20/2009 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (QUINCY IL)
IL
11/04/2008 - 03/19/2009
AXA ADVISORS, LLC (QUINCY IL)
IL
08/08/1995 - 11/03/2008
TRANSAMERICA FINANCIAL ADVISORS, INC. (QUINCY IL)
IA
Issued 02/11/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/07/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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