Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory M Whitten is a financial advisor with LPL Financial LLC in Cambridge, MD. Gregory M Whitten has been working in the financial services industry since January 23, 1986. Gregory M Whitten is registered with FINRA as a registered representative and has a Series 6, Series 26, and Series 63 licenses. Gregory M Whitten is also registered as a registered representative in Delaware, Maryland, and Virginia. Gregory M Whitten was previously employed by Nationwide Securities, LLC, 1717 Capital Management Company, and Nationwide Securities, Inc. Gregory M Whitten's areas of expertise include securities, mutual funds, variable annuities, and other financial products.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MD
10/01/2019 - Present
LPL Financial LLC (CAMBRIDGE MD)
MD
08/01/2008 - 10/09/2019
NATIONWIDE SECURITIES, LLC (CAMBRIDGE MD)
MD
03/22/2007 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (CAMBRIDGE MD)
MD
01/24/1986 - 06/06/2007
NATIONWIDE SECURITIES, INC. (CAMBRIDGE MD)
BC
Issued 01/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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