Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Travitz is a financial advisor with over 20 years of experience in the industry. He has been registered with Charles Schwab & CO., Inc. since May 2021. Previously, Gregory worked with TD Ameritrade, Inc. and Ameritrade, Inc. Gregory is a Series 63 and Series 66 licensed advisor and holds Series 4, Series 7, Series 9, Series 10, and Series 24 licenses. Gregory holds registrations in 53 states and the District of Columbia.
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
TX
05/19/2021 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
04/22/2006 - 10/20/2021
TD AMERITRADE, INC. (Southlake TX)
NE
01/02/2002 - 04/22/2006
AMERITRADE, INC. (OMAHA NE)
NE
08/12/1999 - 12/31/2001
AMERITRADE (BELLEVUE NE)
BOTH
Issued 07/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/14/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/02/2005
Series 4 - Registered Options Principal Examination
BC
Issued 04/16/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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