Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Smith is a financial advisor with over 30 years of experience in the industry. Gregory is currently registered with IPI Wealth Management, Inc. and has previously held positions at Cambridge Investment Research, Inc. and Invest Financial Corporation. Gregory has a strong background in investment management and financial planning. Gregory is a Series 6, 7, and 66 licensed professional. Gregory's primary focus is on providing financial advice to individuals, families, and businesses. Gregory also offers a range of services including financial planning, investment management, and retirement planning. Gregory is committed to providing his clients with personalized service and helping them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
03/26/2019 - Present
IPI Wealth Management, Inc. (Naperville IL)
IL
11/01/2017 - 03/28/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (Naperville IL)
IL
07/15/2005 - 11/02/2017
INVEST FINANCIAL CORPORATION (NAPERVILLE IL)
NJ
08/26/1987 - 07/20/2005
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 09/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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