Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Campbell is a financial advisor in Chicago, Illinois with over 25 years of experience in the financial services industry. Gregory is a registered representative with Cibc Private Wealth Advisors, Inc., where Gregory has worked since 2017. Gregory has held previous roles with AT Investor Services, Inc. and William Blair & Company L.L.C. Gregory holds the Series 63, Series 65, Series 7, Series 8, Series 9, Series 10 and Series 24 securities licenses. Gregory specializes in portfolio management for businesses, individuals, and investment companies, as well as financial planning, selection of other advisors, and index provider services.
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.
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.
Strategic management for diversified investment portfolios.
Index provider
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.
1
2
IL
11/08/2004 - Present
Cibc Private Wealth Advisors, Inc. (CHICAGO IL)
IL
12/07/2007 - 01/02/2014
INVESCO DISTRIBUTORS, INC. (CHICAGO IL)
IL
11/05/2004 - 12/07/2007
AT INVESTOR SERVICES, INC. (CHICAGO IL)
IL
11/14/1996 - 06/16/2004
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
BC
Issued 11/27/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/24/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 11/19/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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