Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Bogdan is a financial advisor with Hightower Advisors, LLC. Gregory is also a CERTIFIED FINANCIAL PLANNER™ professional. Gregory has been in the financial services industry since 2006 and has a Series 66, Series 7. Gregory has experience working with individuals, corporations, charitable organizations, investment companies, and pension plans. Gregory specializes in Financial Planning, Retirement Planning, Investment Management, and Estate Planning. Previous experience includes Amerprise Financial Services, Inc. and Trinity Financial Advisors, LLC.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
10/12/2020 - Present
Hightower Advisors, LLC (CHICAGO IL)
CO
08/03/2006 - 05/19/2014
AMERIPRISE FINANCIAL SERVICES, INC. (WESTMINSTER CO)
BOTH
Issued 08/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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