Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg Derderian is a registered Investment Advisor Representative with Capitalwize, LLC in Charlotte, NC. Greg has worked in the financial services industry since July 2007 and has passed the Series 63, 66 and 65 exams. Greg has experience working with individuals, including high net worth individuals. Greg also offers financial planning and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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NC
10/25/2024 - Present
Capitalwize, LLC (CHARLOTTE NC)
Active
Inactive
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