Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Holman is a financial advisor with Cetera Investment Advisers LLC. Gregory has been in the financial services industry since 2018 and has held previous roles with Merrill Lynch, Pierce, Fenner & Smith Incorporated and TD Bank. Gregory holds the Series 66, Series 7TO, SIE, and Series 7 licenses. Gregory's areas of expertise include financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Gregory's client base includes individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.
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.
1
2
MD
03/21/2024 - Present
Cetera Investment Advisers LLC (SALISBURY MD)
NJ
07/19/2018 - 09/17/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)
BOTH
Issued 08/18/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Holman is the right advisor for you? Invested Better is here to help.
