Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Chachas is a financial advisor registered with Independent Financial Group, LLC. Gregory is currently registered in California and Texas. Gregory has been in the industry since 1985. Gregory offers a variety of financial services to individuals, businesses, charitable organizations, and retirement plans. Gregory holds the Series 7, Series 31, and Series 63 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.
Guidance on pension options to ensure a secure financial future.
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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2
CA
01/18/2023 - Present
Independent Financial Group, LLC (San Diego CA)
CA
12/20/2022 - 12/21/2022
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
CA
02/13/2017 - 12/16/2022
WEDBUSH SECURITIES INC. (SAN DIEGO CA)
CA
01/01/2008 - 02/22/2017
WELLS FARGO CLEARING SERVICES, LLC (LA JOLLA CA)
CA
09/30/1991 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LA JOLLA CA)
NY
05/14/1988 - 10/16/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
08/21/1986 - 05/14/1988
E. F. HUTTON & COMPANY INC
NA
05/25/1984 - 03/26/1985
FIRST EQUITIES CORP.
BC
Issued 07/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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