Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Anderson is a financial advisor at Schwab Wealth Advisory, Inc. in Orlando, FL. Gregory has over 17 years of experience in the financial services industry. Gregory is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, 7, and 66 securities licenses, as well as the Series 63 state securities license. Gregory is also a Certified Financial Planner (CFP®). Gregory is currently registered in 29 states. Gregory's previous employers include LPL FINANCIAL LLC, FIFTH THIRD SECURITIES, INC., AMERIPRISE FINANCIAL SERVICES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and ONEAMERICA SECURITIES, INC.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
FL
11/14/2024 - Present
Schwab Wealth Advisory, Inc. (ORLANDO FL)
MO
05/16/2011 - 05/20/2013
LPL FINANCIAL LLC (CREVE COEUR MO)
MO
04/19/2010 - 05/27/2011
FIFTH THIRD SECURITIES, INC. (ST. LOUIS MO)
MO
03/20/2009 - 04/09/2010
AMERIPRISE FINANCIAL SERVICES, INC. (CHESTERFIELD MO)
MO
08/02/2007 - 02/11/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ST. PETERS MO)
MO
09/26/2005 - 08/15/2007
ONEAMERICA SECURITIES, INC. (ST LOUIS MO)
BOTH
Issued 08/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/24/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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