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. White is a registered investment advisor with over 35 years of experience in the financial services industry. Gregory has been with Charles Schwab & CO., Inc. since December 2005. Gregory holds the Series 7, 9, 10, 63 and 65 licenses and is registered with the states of Alabama, Arizona, California, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Nevada, New York, North Carolina, Ohio, Oregon, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin. Gregory is registered as a Registered Representative with Charles Schwab & CO., Inc. and is also registered with the state of Texas as an Investment Adviser Representative. Gregory is a financial planning advisor and assists clients with the Charles Schwab Wrap Fee Program.
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
01/02/2019 - Present
Charles Schwab & CO., Inc. (Seal Beach CA)
NY
12/13/2004 - 12/13/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
PA
01/02/2002 - 01/03/2005
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
CA
02/09/1989 - 12/15/2000
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
NA
09/24/1985 - 08/31/1988
FINANCIAL NETWORK INVESTMENT CORPORATION
IA
Issued 03/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/31/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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