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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Daniel Christensen is an Investment Advisor Representative with Tempus Wealth Planning, LLC, based in Irvine, California. Gregory has been in the financial services industry since 1998. He is licensed in Arizona and California. His prior experience includes positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated, ADP Broker-Dealer, Inc., ONE GROUP DEALER SERVICES, INC., H&R Block Financial Advisors, Inc., INTERFIRST CAPITAL CORPORATION, and OLDE DISCOUNT CORPORATION. Gregory also holds Series 7, 9, 52, and 66 licenses. Gregory's firm offers financial planning, portfolio management for individuals and businesses, and other advisory 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.
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.
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CA
06/07/2019 - Present
Tempus Wealth Planning, LLC (IRVINE CA)
AZ
01/30/2007 - 06/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHOENIX AZ)
NJ
11/20/2003 - 04/27/2006
ADP BROKER-DEALER, INC. (ROSELAND NJ)
OH
07/10/2001 - 11/12/2003
ONE GROUP DEALER SERVICES, INC. (COLUMBUS OH)
MI
11/10/1998 - 06/04/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
CA
09/16/1998 - 10/21/1998
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
MI
06/05/1998 - 07/24/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 02/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/04/1998
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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