Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Lavicka is a financial professional with over 25 years of experience in the financial services industry. Gregory is currently registered with Cambridge Investment Research Advisors, Inc. Gregory has been associated with this firm since 2014. Prior to this, Gregory was registered with Signator Investors, Inc., Waddell & Reed, Inc., Hornor, Townsend & Kent, Inc., MML Investors Services, Inc., and Lutheran Brotherhood Securities Corp.. Gregory has a wide range of experience in financial planning, portfolio management, and investment advisory services. Gregory has earned a series 6, 7, 63, and 65 securities licenses. Gregory holds the designation of Chartered Financial Consultant (ChFC).
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
IL
01/04/2016 - Present
Cambridge Investment Research Advisors, Inc. (Addison IL)
IL
01/18/2013 - 08/06/2014
SIGNATOR INVESTORS, INC. (ROSEMONT IL)
IL
12/08/2003 - 01/29/2013
WADDELL & REED, INC. (OAK BROOK IL)
PA
08/18/1998 - 11/26/2003
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
MA
10/09/1997 - 08/31/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MN
10/18/1993 - 09/25/1997
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 01/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/15/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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