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 with over 35 years of experience in the industry. Currently, Gregory is a registered representative with Cetera Investment Advisers LLC. Gregory has previously worked at BMO Harris Financial Advisors, Inc. and Chase Investment Services Corp. Gregory specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Gregory holds a Series 6, 7, 63 and 65 licenses and the SIE designation.
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.
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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 2/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/4/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/14/2005
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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