Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Edward Rivas is a financial advisor registered with Charles Schwab & CO., Inc. in Boerne, Texas. Gregory has been in the industry since February 10, 2002. Previously, Gregory was registered with USAA Investment Services Company and USAA Financial Advisors, Inc. Gregory holds Series 7, 24, 63, 65, 66, 99TO and SIE licenses.
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
08/22/2022 - Present
Charles Schwab & CO., Inc. (BOERNE TX)
TX
07/16/2010 - 06/22/2020
USAA INVESTMENT SERVICES COMPANY (SAN ANTONIO TX)
TX
09/13/2018 - 06/18/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
10/22/2007 - 07/16/2010
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
08/31/2000 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
RI
01/09/2000 - 08/16/2000
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 08/19/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/06/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/22/2022
Series 99TO - Operations Professional Examination
BC
Issued 03/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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