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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory J. Mendoza is an investment advisor representative at Pathstone in Winter Park, FL. Gregory has over 20 years of experience in the financial services industry. Previously, Gregory was employed at Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC. Gregory has a strong background in portfolio management, financial planning and investment advisory services. Gregory holds Series 7, 9, 10, 63 and 66 licenses. Gregory specializes in providing investment advice to high-net-worth individuals, families, trusts, foundations and institutions.
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.
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.
Strategic management for diversified investment portfolios.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
07/01/2022 - Present
Pathstone (WINTER PARK FL)
FL
01/06/2011 - 04/01/2013
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
FL
11/16/2000 - 11/16/2010
FIDELITY BROKERAGE SERVICES LLC (ALTAMONTE SPRINGS FL)
BOTH
Issued 01/06/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/12/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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