Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Brian Theiss is a financial professional with over 5 years of experience in the industry. Gregory is currently registered with Charles Schwab & Co., Inc. and is licensed to provide investment advice and services in 51 states and territories. Gregory holds the Series 63, 7, 9 and SIE licenses. Gregory specializes in financial planning, 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.
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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CO
05/30/2018 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
BC
Issued 06/02/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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