Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Piehl is a financial advisor with Cambridge Investment Research Advisors, Inc., a firm with over 71,000 clients. Gregory has been in the financial services industry since 1989. Gregory holds a variety of licenses and certifications, including Series 6, 7, 63, 66 and 26. Gregory has experience working with a variety of clients, including individuals, families, businesses, and institutions. Gregory offers a variety of financial services, including financial planning, investment management, and retirement planning. The Cambridge firm is headquartered in Fairfield, Iowa.
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
IA
10/20/2018 - Present
Cambridge Investment Research Advisors, Inc. (Waverly IA)
IA
08/16/2016 - 10/20/2018
BROKER DEALER FINANCIAL SERVICES CORP. (WAVERLY IA)
IA
06/01/2009 - 08/16/2016
EDWARD JONES (WAVERLY IA)
IA
08/13/2008 - 05/21/2009
FSB WARNER FINANCIAL, INC. (WATERLOO IA)
NY
08/18/2003 - 04/19/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
MO
05/29/2003 - 07/25/2003
EDWARD JONES (ST. LOUIS MO)
IA
02/10/1998 - 06/02/2003
EQUITRUST MARKETING SERVICES, LLC (WEST DES MOINES IA)
MN
06/09/1989 - 01/30/1998
AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)
BOTH
Issued 06/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/02/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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