Unclaimed
Gregory Kuhl is an active investment advisor representative with Calamos Advisors LLC. Gregory has been in the securities industry since May 20, 2003. Gregory holds the Series 7, Series 24, and Series 63 licenses as well as the SIE. Gregory is a Chartered Financial Analyst (CFA). Gregory has worked at Calamos Advisors LLC since April 2010. Gregory has previously worked at Hartford Equity Sales Company Inc., Northern Trust Securities, Inc., PBHG Fund Distributors, and Barclays Global Investors Services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
03/04/2015 - Present
Calamos Advisors LLC (NAPERVILLE IL)
CT
07/17/2008 - 04/19/2010
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
IL
01/08/2003 - 10/17/2007
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
MA
05/20/2002 - 10/16/2002
PBHG FUND DISTRIBUTORS (BOSTON MA)
NY
04/15/2002 - 05/03/2002
BARCLAYS GLOBAL INVESTORS SERVICES (NEW YORK NY)
BC
Issued 05/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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