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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 Pittenger is a financial advisor with Principal Asset Management. Gregory is registered with the state of Iowa and has been in the financial services industry since 2006. Gregory has a variety of licenses and certifications, including the Series 7, Series 3, Series 63, Series 65, and the Series 30. Gregory has worked with a number of firms in the past, including JPMorgan Institutional Investments Inc. and The Strategic Financial Alliance, Inc. Gregory's areas of expertise include portfolio management, asset allocation, spread lending management and advice, and providing model portfolios.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Spread lending management and advice; asset allocation services; providing model portfolios
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.
Charge on a cost allocation basis to principal life
1
2
NC
08/20/2019 - Present
Principal Asset Management (Raleigh NC)
NC
09/17/2018 - 07/22/2019
THE STRATEGIC FINANCIAL ALLIANCE, INC. (RALEIGH NC)
NY
02/11/2016 - 06/19/2017
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
IL
11/11/2004 - 12/31/2015
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (CHICAGO IL)
IA
Issued 12/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2016
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2006
Series 3 - National Commodity Futures Examination
BC
Issued 11/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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