Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Lewandowski is an investment advisor representative with Ameriprise Financial Services, LLC and has been in the industry since November 2012. Gregory has both Series 6 and Series 66 licenses, and has earned Series 7, 24, and 26 licenses. Gregory provides portfolio management for individuals and businesses, financial planning, educational seminars, and asset allocation services. Gregory is a member of the Board of Directors for Lewandowski, a position Gregory has held since October 2022. Gregory is also a member of the Chamber of Commerce.
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.
Asset allocation services
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
CA
11/14/2022 - Present
Ameriprise Financial Services, LLC (Simi Valley CA)
CA
10/16/2017 - 11/14/2022
EDWARD JONES (SIMI VALLEY CA)
CA
11/15/2012 - 10/02/2017
AIG CAPITAL SERVICES, INC. (WOODLAND HILLS CA)
BOTH
Issued 11/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2016
Series 24 - General Securities Principal Examination
BC
Issued 04/30/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/14/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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