Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Metcalf is an active financial advisor registered with Cambridge Investment Research Advisors, Inc. based in Steubenville, Ohio. Gregory has been in the financial industry since 1990. Gregory has a wide range of experience with various firms, including First Allied Securities, Inc., Royal Alliance Associates, Inc., and Hazlett, Burt & Watson, Inc., before joining Cambridge Investment Research Advisors, Inc.
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
OH
11/03/2020 - Present
Cambridge Investment Research Advisors, Inc. (Steubenville OH)
OH
09/04/2013 - 11/04/2020
FIRST ALLIED SECURITIES, INC. (STEUBENVILLE OH)
WV
09/17/1999 - 09/06/2013
ROYAL ALLIANCE ASSOCIATES, INC. (WEIRTON WV)
WV
04/03/1997 - 11/01/1999
HAZLETT, BURT & WATSON, INC. (WHEELING WV)
KY
11/09/1995 - 03/06/1997
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
NA
11/11/1993 - 11/20/1995
FINANCIAL HORIZONS SECURITIES CORPORATION
NJ
04/24/1993 - 11/10/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
07/27/1990 - 02/16/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
07/27/1990 - 02/16/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/19/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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