Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Vincent Cismoski is a registered representative of Principal Securities, Inc. Gregory has been in the securities industry since January 6, 1991. Gregory has been with Principal Securities, Inc. since March 2016. Gregory is licensed in 35 states and is registered with FINRA as well as the state of Iowa. In addition to being a registered representative of Principal Securities, Inc., Gregory is also an owner and advisor of DC Retirement Strategies, a company specializing in fee-based financial planning and Medicare Supplements. Gregory also provides insurance services through Principal Life Insurance Company.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NE
06/17/2021 - Present
Principal Securities, Inc. (ELKHORN NE)
NE
08/28/2003 - 02/21/2007
PRIMEVEST FINANCIAL SERVICES, INC. (OMAHA NE)
WI
04/24/1996 - 11/09/2001
ASSOCIATED INVESTMENT SERVICES, INC. (GREEN BAY WI)
NJ
11/19/1992 - 09/27/1994
ELAN INVESTMENT SERVICES, INC. (MORRIS PLAINS NJ)
TX
08/20/1987 - 11/12/1992
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BOTH
Issued 01/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/1987
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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