Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Powell is an Investment Advisor Representative with Cetera Investment Advisers LLC, a firm headquartered in Schaumburg, IL. Gregory has over 30 years of experience in the financial industry. Gregory has also held positions at First Allied Securities, Inc., Ogilvie Security Advisors Corporation, Waterstone Financial Group, Inc. and Resource Development International, Ltd. Gregory is licensed to offer investment advisory services in Illinois and Texas. Gregory offers a wide range of services, including financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals.
MUNDELEIN, IL
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.
A percentage of the total value of assets under management is charged.
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2
IL
02/13/2023 - Present
Cetera Investment Advisers LLC (MUNDELEIN IL)
IL
10/24/2012 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (MUNDELEIN IL)
IL
05/22/2006 - 10/24/2012
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
MA
12/07/1999 - 05/23/2006
WATERSTONE FINANCIAL GROUP, INC. (BOSTON MA)
IL
01/25/1984 - 12/03/1999
RESOURCE DEVELOPMENT INTERNATIONAL, LTD. (SCHAUMBURG IL)
BC
Issued 11/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2013
Series 4 - Registered Options Principal Examination
BC
Issued 7/6/2013
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 8/10/1984
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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