Unclaimed
Gregory Elliott Robinson is an active investment advisor representative with Cambridge Investment Research Advisors, Inc. Gregory has been in the industry since November 20, 2000. Gregory has worked for Cambridge Investment Research Advisors, Inc. since November 2002. Gregory holds Series 66, Series 7, and SIE licenses. Gregory is registered in Idaho, Missouri, Oregon, and Texas. Gregory's firm offers a variety of advisory services, including financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MO
04/06/2023 - Present
Cambridge Investment Research Advisors, Inc. (St. Louis MO)
GA
11/21/2000 - 11/01/2002
FSC SECURITIES CORPORATION (ATLANTA GA)
BOTH
Issued 12/07/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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