Unclaimed
Gregory Jenschke is a financial advisor who has been in the industry since 2001. Gregory is currently registered with USAA Investment Services Co. Prior to that, Gregory was registered with USAA Financial Advisors, Inc., USAA Investment Management Company, and Citigroup Global Markets Inc.. Gregory has passed several industry exams including Series 6, Series 7, Series 24, Series 53, Series 63, and Series 65 exams. Gregory is currently registered with the state of Texas and is licensed to provide investment advice in 53 states. Gregory offers financial planning, referrals, and other financial services.
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.
Referrals
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.
Referral fees pursuant to a referral agreement
1
2
TX
01/08/2018 - Present
Usaa Investment Services Co. (SAN ANTONIO TX)
TX
09/21/2007 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
02/27/2004 - 10/18/2016
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
NY
07/17/2001 - 02/20/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 01/31/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/09/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Jenschke is the right advisor for you? Invested Better is here to help.