Unclaimed
Gregory Vincent Cherry is a financial advisor at Cambridge Investment Research Advisors, Inc. Gregory is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED FINANCIAL CONSULTANT®. He is a registered representative in North Carolina and has been in the industry since 2014. Gregory is committed to providing his clients with personalized financial advice and guidance. He is also a member of the Rotary Club of Gastonia, the United Way of Gaston County, and the Living Hope Church.
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
NC
06/01/2018 - Present
Cambridge Investment Research Advisors, Inc. (Belmont NC)
NC
03/17/2014 - 05/30/2018
HORNOR, TOWNSEND & KENT, INC. (CHARLOTTE NC)
IA
Issued 07/01/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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