Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory David Fox is a financial advisor with Commonwealth Financial Network. Gregory has been in the financial industry for five years and is registered with FINRA and the state of California as a registered representative and investment advisor representative. Gregory has earned the Series 7, 63 and 66 securities licenses. Gregory is dedicated to providing personalized financial advice to individuals, families, and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
05/02/2024 - Present
Commonwealth Financial Network (Carlsbad CA)
CA
09/01/2023 - 05/03/2024
OSAIC WEALTH, INC. (CARLSBAD CA)
CA
08/11/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (CARLSBAD CA)
CA
11/21/2018 - 01/19/2021
EQUITABLE ADVISORS, LLC (SAN DIEGO CA)
BOTH
Issued 11/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/21/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/25/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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