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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 John Schwartz is an investment advisor representative associated with Gregory J. Schwartz & CO., Inc.. Gregory John Schwartz has been in the securities industry for over 38 years. Gregory John Schwartz is registered to provide investment advice in Florida, Michigan, and other states. Gregory John Schwartz is a member of FINRA and is also registered as an investment advisor representative with the state of Michigan. Gregory John Schwartz has a wide range of experience in the financial services industry, including experience in investment banking, securities trading, and investment management. Gregory John Schwartz has a strong commitment to providing clients with personalized financial advice and investment services.
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.
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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MI
05/28/2010 - Present
Gregory J. Schwartz & CO., Inc. (BLOOMFIELD HILLS MI)
BOTH
Issued 01/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
BC
Issued 06/27/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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