Unclaimed
Gregory Hanhauser is a financial advisor with Commonwealth Financial Network. Gregory has been in the financial industry for over 16 years. Gregory specializes in providing 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.
1
2
CA
08/28/2024 - Present
Commonwealth Financial Network (San Diego CA)
CO
04/06/2021 - 10/25/2021
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CA
07/21/2015 - 03/04/2021
EQUITABLE ADVISORS, LLC (IRVINE CA)
CA
12/20/2007 - 07/06/2015
AMERICAN FUNDS DISTRIBUTORS, INC. (IRVINE CA)
CA
01/03/2005 - 11/20/2007
CITIGROUP GLOBAL MARKETS INC. (SAN DIEGO CA)
NE
08/16/2004 - 01/03/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 03/12/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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