Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Schwartz is an investment advisor with Gregory J. Schwartz & CO., Inc.. Gregory has been in the industry since December 1967. Gregory is registered in 8 states. Gregory J. Schwartz & CO., Inc. provides financial planning, portfolio management for businesses and individuals, and pension consulting. The firm has approximately 1241 client accounts with total assets under management of $7,740,631,447.
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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2
MI
11/16/1976 - Present
Gregory J. Schwartz & CO., Inc. (BLOOMFIELD HILLS MI)
NA
12/27/1967 - 01/03/1977
WEISS PECK & GREER
BC
Issued 06/05/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 09/01/1977
Series 4 - Registered Options Principal Examination
BC
Issued 09/16/1976
F04 - Financial Principal Examination
BC
Issued 07/05/1972
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1967
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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