Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Davis is a financial advisor in Chicago, IL. Gregory has been in the financial services industry for over 30 years. Gregory is currently registered with Cetera Investment Advisers LLC, a firm based in Schaumburg, IL. Gregory has been registered with Cetera Investment Advisers LLC since September 10, 2019. Gregory is also registered with the state of Illinois as an investment advisor representative (IAR). Gregory has been registered with the state of Illinois since September 10, 2019. Gregory has been registered with several firms in the past including BMO Harris Financial Advisors, Inc., Chase Investment Services Corp., and Pruco Securities, LLC. Gregory is a highly experienced financial advisor who is committed to providing clients with personalized financial advice. Gregory is dedicated to helping clients 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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
09/10/2019 - Present
Cetera Investment Advisers LLC (CHICAGO IL)
IL
07/18/2006 - 04/24/2019
BMO HARRIS FINANCIAL ADVISORS, INC. (LOCKPORT IL)
IL
07/13/2005 - 05/01/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NJ
01/01/1984 - 04/11/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 02/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/28/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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