Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Lohman is a financial advisor who has been in the industry for over 15 years. Gregory is registered with Fisher Investments and is also registered with the states of Indiana and Texas. Gregory has worked for a number of firms including Fidelity Brokerage Services LLC, PNC Investments, Fifth Third Securities, Inc., and Edward Jones. Gregory holds a Certified Financial Planner designation. Gregory's firm, Fisher Investments, is a large investment advisory firm with a wide range of services, including financial planning, portfolio management, and portfolio assessment.
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.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
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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IN
09/07/2023 - Present
Fisher Investments (SHERIDAN IN)
KY
04/29/2013 - 04/26/2016
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
IN
10/05/2012 - 04/11/2013
PNC INVESTMENTS (CARMEL IN)
IL
03/18/2011 - 09/26/2012
FIDELITY BROKERAGE SERVICES LLC (CHICAGO IL)
IL
03/09/2009 - 03/07/2011
FIFTH THIRD SECURITIES, INC. (CHICAGO IL)
FL
11/15/2006 - 02/27/2009
EDWARD JONES (ORLANDO FL)
BOTH
Issued 11/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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