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 Eicher is an investment advisor representative who is registered with IHT Wealth Management LLC. Gregory has been in the industry since 2000 and has a broad range of experience serving high-net-worth individuals, corporations, and charitable organizations. Gregory is committed to providing customized financial solutions that meet each client's unique needs. Gregory holds the Series 7, 63, and 66 licenses and the SIE exam. Gregory is also registered with the states of Arizona, Florida, Illinois, Iowa, Minnesota, West Virginia and Wisconsin. Gregory has a long history of working with clients in a variety of capacities, including financial planning, portfolio management, and selection of other advisors.
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.
Financial planning fees
1
2
IL
12/19/2017 - Present
IHT Wealth Management LLC (Freeport IL)
IL
04/22/2013 - 12/21/2017
J.P. MORGAN SECURITIES LLC (ROCKFORD IL)
IL
02/17/2010 - 04/09/2013
ASSOCIATED INVESTMENT SERVICES, INC. (DEKALB IL)
IL
09/24/2004 - 02/17/2010
U.S. BANCORP INVESTMENTS, INC. (PECATONICA IL)
WI
03/08/2002 - 09/14/2004
INVEST FINANCIAL CORPORATION (APPLETON WI)
MI
05/24/2000 - 06/23/2000
OLD KENT FINANCIAL ADVISORS (GRAND RAPIDS MI)
MN
01/01/1999 - 05/01/2000
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
BOTH
Issued 03/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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