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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 Huffman is an investment advisor representative with Zacks Investment Management, Inc. based in Chicago, IL. Gregory has been in the industry since 1992 and holds the Series 31, Series 7, and Series 65 licenses. Gregory has previous experience with Citigroup Global Markets Inc. and Wheat, First Securities, Inc.. Gregory currently holds a state registration in Virginia. Gregory specializes in creating and managing quantitative investment models, which are licensed to sponsors of UITS and ETFS. Gregory also provides financial planning and portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Creates and manages quantitative investment models that are licensed to sponsors of uits and etfs
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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2
IL
03/30/2007 - Present
Zacks Investment Management, Inc. (CHICAGO IL)
VA
05/15/1998 - 02/28/2006
CITIGROUP GLOBAL MARKETS INC. (CHARLOTTESVILLE VA)
NC
11/09/1992 - 06/05/1998
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 12/08/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 11/02/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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