Unclaimed
James William Gregorakis is a financial advisor with over 30 years of experience in the industry. James has held positions at a variety of firms, including Prudential Insurance Company of America, PRUCO Securities Corporation, Walnut Street Securities, Inc., and currently at Cambridge Investment Research, Inc. James holds Series 6, 63, and SIE licenses and is registered in Florida, Ohio, Pennsylvania, South Carolina, and West Virginia.
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.
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.
1
2
PA
09/30/2011 - Present
Cambridge Investment Research, Inc. (Allison Park PA)
PA
11/11/1993 - 10/10/2011
WALNUT STREET SECURITIES, INC. (CARNEGIE PA)
NJ
06/17/1991 - 10/06/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/17/1991 - 10/06/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 10/02/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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