Unclaimed
Gregorio Torres Druehl is an investment advisor representative at Mason Investment Advisory Services Inc. based in RESTON, VA. Gregorio is registered with the state of Virginia as well as Maryland and Texas. Gregorio obtained his Series 63, Series 65, Series 7 and SIE licenses, and has been working in the securities industry since October 2011. Gregorio's firm specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
VA
10/04/2011 - Present
Mason Investment Advisory Services Inc. (RESTON VA)
BC
Issued 10/10/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/03/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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