Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregery? Claim Your ProfileGregery Lee is an investment advisor representative at Charles Schwab & CO., Inc., and is licensed in 27 states. Gregery has been in the industry for 4 years and is active in both the broker-dealer and investment advisor worlds. Gregery has passed the Series 7TO, SIE, and Series 66 exams. Gregery specializes in Financial planning. Gregery is registered as an Investment Advisor Representative with Charles Schwab & CO., Inc. and is part of the branch office in Mission Viejo, CA.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CA
03/21/2024 - Present
Charles Schwab & CO., Inc. (Mission Viejo CA)
BOTH
Issued 03/20/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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