Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Dale Cozad is a financial advisor with over 30 years of experience. Gregory has been registered with the Securities and Exchange Commission since 1982 and has held registrations in several states. Gregory is currently registered with Cozad Asset Management Inc., a firm that provides investment advisory services to a variety of clients. Gregory has a broad range of experience in the financial services industry and is committed to providing his clients with the highest level of personalized service. Gregory is also a Certified Financial Planner. Gregory is a well-respected advisor and has a strong track record of success in the financial services industry.
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.
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.
A percentage of the total value of assets under management is charged.
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IL
10/07/2021 - Present
Cozad Asset Management Inc. (CHAMPAIGN IL)
IL
09/01/2009 - 10/13/2021
M HOLDINGS SECURITIES, INC. (CHAMPAIGN IL)
IL
01/14/1993 - 09/04/2009
FSC SECURITIES CORPORATION (CHAMPAIGN IL)
IL
03/17/1997 - 11/02/2000
NATIONVEST CAPITAL, L.L.C. (CHAMPAIGN IL)
GA
12/07/1990 - 07/06/1992
FSC SECURITIES CORPORATION (ATLANTA GA)
NJ
01/21/1987 - 04/29/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
06/28/1982 - 12/07/1990
COZAD INVESTMENT SERVICES, INC.
BC
Issued 08/05/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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