Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Bingel is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Gregory has been in the industry since July 18, 2009. Gregory offers a variety of financial services, including financial planning, portfolio management, and educational seminars. Gregory is also a Certified Financial Planner and a Chartered Financial Consultant. Gregory has worked for a number of firms over the years, including Truist Investment Services, Inc., BB&T Securities, LLC, and Ameriprise Financial Services, Inc. Gregory is dedicated to providing his clients with personalized financial advice and guidance.
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
SC
05/22/2024 - Present
Cambridge Investment Research Advisors, Inc. (Lexington SC)
SC
02/17/2021 - 07/07/2023
TRUIST INVESTMENT SERVICES, INC. (COLUMBIA SC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
SC
11/04/2014 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (WEST COLUMBIA SC)
SC
05/25/2011 - 11/14/2014
AMERIPRISE FINANCIAL SERVICES, INC. (COLUMBIA SC)
NY
03/10/2004 - 01/23/2006
AXA ADVISORS, LLC (NEW YORK NY)
BC
Issued 06/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/06/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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