Gregory M. Lutz
Professional summary
Gregory Michael Lutz is a registered financial professional currently at FIRST SECURITIES NORTHWEST, INC. located in Milwaukie, Oregon.
Gregory is registered as a RR (Registered Representative) and started their career in finance in 1980. Gregory has worked at 6 firms and has passed the Series 63, Series 52TO, Series 57TO, Series 99TO, SIE, Series 55, Series 7, Series 27, Series 14, Series 53, Series 4, F04 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Gregory Michael Lutz's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 30, 1986 - Present
FIRST SECURITIES NORTHWEST, INC.
Office #1: 18824 S.e. Mildred St, Milwaukie, OR 97267Office #2: 18824 Se Mildred St, Milwaukie, OR 97267December 20, 1984 - September 19, 1986
FIRST UNION SECURITIES INC
December 17, 1984 - August 5, 1985
GREGORY EDWARDS & COMPANY
August 3, 1983 - July 16, 1984
GREENFIELD/CAMPBELL, INC.
May 6, 1981 - October 6, 1982
OMEGA NORTHWEST, INC.
June 2, 1980 - May 19, 1987
MARQUAM CAPITAL CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/30/1986)
(6/30/1986)
(7/1/1986)
Exams
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationSeries 57TO
Date: 1/2/2023
Securities Trader ExamSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 55
Date: 1/5/2001
Limited Representative-Equity Trader ExamF04
Date: 2/12/1981
Financial Principal ExaminationFINRA
Current Firm
FIRST SECURITIES NORTHWEST, INC.
CRD#: 14627 / SEC#: , 8-30977
Contact information
FINRA licenses (11 States and Territories)
Disclosures
| Regulatory Event | 1 |
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