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Portfolio Management for Investment Companies Advisors
5,918 Results
Unclaimed

GWN Securities Inc.

location

PALM BEACH GARDENS, FL

experience

21 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Gregory Cleare is a financial professional with over 19 years of experience in the industry. Gregory is currently registered with GWN Securities Inc. as a Registered Representative and Investment Advisor Representative. Gregory has held previous positions with ING Financial Partners, Inc.. Gregory is licensed in Florida, New Jersey, Texas, and Wisconsin.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFP ®,CFC ® (Certifications)

location

Lexington, SC

experience

16 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Gregory 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.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

GWN Securities Inc.

location

PALM BEACH GARDENS, FL

experience

35 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Gregory Muscavage is an Investment Advisor Representative associated with GWN Securities Inc. based in Palm Beach Gardens, Florida. Gregory has been in the industry since 1989 and is currently active in both the securities and investment advisory fields. Gregory offers financial planning, portfolio management, and market timing services for individuals and provides a range of services to clients, including investment advisory, securities brokerage, and insurance.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Medford, NJ

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Sobocinski is a financial advisor who has been in the industry since 2007. Gregory is currently registered with Cambridge Investment Research Advisors, Inc. in Medford, New Jersey. Gregory has been with Cambridge Investment Research Advisors, Inc. since March 2016. Gregory previously worked for Securities America, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Gregory holds a Series 66 license, as well as Series 7 and SIE licenses. Gregory specializes in financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses and portfolio management for individuals. Gregory's clients include individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Fort Worth, TX

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Clifton is a financial advisor with Cambridge Investment Research Advisors, Inc. Gregory has over 39 years of experience in the financial services industry. Gregory is registered in 8 states. Gregory is a Registered Representative and Investment Advisor Representative. He is also a Principal with Series 51 and 24 licenses. Gregory's experience includes working with high-net-worth individuals, individuals, and families. Gregory's firm, Cambridge Investment Research Advisors, Inc., offers a variety of financial services, including financial planning, portfolio management, and retirement planning. Gregory Clifton has worked for a number of firms throughout his career, including Commonwealth Financial Network, National Planning Corporation, Investacorp, Inc., Equico Securities, Inc., and The Equitable Life Assurance Society of the United States. Gregory Clifton is committed to providing his clients with personalized financial advice and services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Oklahoma City, OK

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Ashton is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Gregory has been in the financial industry since 2002, serving clients with their financial planning and investment needs. With over two decades of experience, Gregory is committed to providing personalized financial guidance and helping clients reach their financial goals. Gregory is also a registered representative with FINRA and is licensed in several states. In addition to his role at Cambridge, Gregory owns and operates Modern Wealth Management, which provides independent insurance services. Gregory is a dedicated professional who is passionate about helping individuals achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Centaurus Financial, Inc.

location

LAS VEGAS, NV

experience

31 Years Experience

disclosure

14 Disclosures

ADVISOR BIO

Gregory Kinkead is a financial advisor at Centaurus Financial, Inc. Gregory has been in the financial services industry since 1994. Gregory has a strong background in portfolio management and financial planning. Gregory has experience working with a variety of clients, including individuals, families, and businesses. Gregory holds the Series 7, Series 24, and Series 63 licenses. Gregory has also passed the Uniform Investment Adviser Law Examination (Series 65). Gregory is committed to providing his clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Publication of Financial Periodicals
Unclaimed

GWN Securities Inc.

location

PALM BEACH GARDENS, FL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Richard Field is a financial professional with over 16 years of experience in the industry. Gregory is currently registered with GWN Securities Inc. and has held previous roles with State Farm VP Management Corp. Gregory holds multiple securities licenses including Series 6, 7, 63, and 65 and has a wide range of experience in investment management, financial planning, and securities trading. Gregory is also a licensed insurance producer and has worked with clients on life insurance, long-term care insurance, and fixed annuities.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Murray, UT

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Hicks is a financial advisor with over 15 years of experience in the financial services industry. Gregory is currently registered with Cambridge Investment Research Advisors, Inc. and Duncan Financial Planning Advisors. Gregory has a wide range of experience in the industry and has held previous roles at Vertical Capital Securities, LLC, Fidelity Brokerage Services LLC, and Ameriprise Advisor Services, Inc.. Gregory holds Series 7, Series 24, and Series 63 securities licenses as well as a Series 65 investment advisor license. Gregory offers a variety of services to clients, including financial planning, portfolio management for individuals and businesses, pension consulting, and market timing services. Gregory is committed to providing personalized financial advice to help clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Centaurus Financial, Inc.

location

SHELTON, CT

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Lanuti is a financial advisor who has been in the industry for over 20 years. Gregory has a strong track record of providing financial advice to individuals and businesses. Gregory is currently registered with Centaurus Financial, Inc. and specializes in financial planning, pension consulting, educational seminars, and market timing services. Gregory is also registered with the state of New York.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Publication of Financial Periodicals

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