Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory D Schroen is an Investment Advisor Representative with Next Financial Group, Inc. Gregory has been in the financial industry since 1999 and has experience in offering securities and investment advisory services. Gregory also has experience in tax preparation. Gregory is licensed in several states including Alabama, California, Florida, Massachusetts, New Jersey, North Carolina, Ohio, Texas and Virginia. Gregory is also a registered Investment Advisor in Texas.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Seminar/workshop attendance fees
1
2
TX
07/25/2008 - Present
Next Financial Group, Inc. (SAN ANTONIO TX)
TX
04/12/2002 - 07/30/2008
WORLD GROUP SECURITIES, INC. (LAMPASAS TX)
GA
03/04/1999 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 12/04/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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