Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Lutterman is a financial advisor with over 20 years of experience in the industry. Gregory is currently registered with The Huntington Investment Co. and is licensed in Indiana. Gregory has held previous positions with Fifth Third Securities, Inc., Key Investment Services LLC, Chase Investment Services Corp., Equitrust Marketing Services, LLC, BANC One Securities Corporation and Edward Jones. Gregory specializes in retirement planning, college savings, and investment strategies.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IN
02/28/2014 - Present
THE Huntington Investment Co. (NOBLESVILLE IN)
IN
04/20/2011 - 02/14/2014
FIFTH THIRD SECURITIES, INC. (WEST LAFAYETTE IN)
IN
08/06/2008 - 04/04/2011
KEY INVESTMENT SERVICES LLC (ANDERSON IN)
IN
08/15/2006 - 08/01/2008
CHASE INVESTMENT SERVICES CORP. (WESTFIELD IN)
IN
03/29/2006 - 07/25/2006
EQUITRUST MARKETING SERVICES, LLC (CARMEL IN)
IL
07/06/2005 - 01/20/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
07/29/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MO
02/20/2002 - 05/09/2003
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 06/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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