Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Eissner is a financial advisor with Commonwealth Financial Network, based in Brentwood, CA. Gregory has been in the industry since 1992 and is a Certified Financial Planner. Gregory provides financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations. Gregory has been registered with Commonwealth Financial Network since 2008. Prior to that, Gregory worked for Walnut Street Securities, Inc., and EquiCo 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.
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
08/15/2008 - Present
Commonwealth Financial Network (BRENTWOOD CA)
CA
08/13/1992 - 09/05/2008
WALNUT STREET SECURITIES, INC. (BRENTWOOD CA)
NY
07/27/1992 - 08/19/1992
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
07/27/1992 - 08/19/1992
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 07/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1992
Series 7 - General Securities Representative Examination
BC
Issued 07/23/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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