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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Kimura is a financial advisor with Cambridge Investment Research Advisors, Inc. Gregory has been in the financial services industry since 2003 and is registered with the state of Oregon. Gregory holds the Series 66, Series 7, and Series 24 licenses. Gregory is a Certified Financial Planner and has experience providing financial planning services to individuals, businesses, and charitable organizations. In addition to his role at Cambridge Investment Research Advisors, Inc., Gregory is also involved in various other business activities. Gregory is committed to providing his clients with personalized financial advice and guidance.
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
OR
02/10/2023 - Present
Cambridge Investment Research Advisors, Inc. (Portland OR)
OR
12/02/2017 - 05/06/2021
SECURITIES AMERICA, INC. (PORTLAND OR)
OR
02/22/2007 - 12/01/2017
SII INVESTMENTS, INC. (PORTLAND OR)
OR
08/29/2003 - 02/08/2007
AXA ADVISORS, LLC (PORTLAND OR)
BOTH
Issued 09/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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