Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory John Smith is a financial advisor with Mission Wealth Management, LP. Gregory has been in the financial industry since 1994. He is a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC). Gregory's past experience includes working for National Planning Corporation, Centaurus Financial, Inc., Sunamerica Securities, Inc., IRM Distributors, Inc., and NYLife Securities Inc. Gregory specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
Family wealth management
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.
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CA
11/04/2003 - Present
Mission Wealth Management, LP (Santa Barbara CA)
CA
05/13/2003 - 09/24/2013
NATIONAL PLANNING CORPORATION (SANTA BARBARA CA)
CA
10/28/1999 - 09/30/2002
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
AZ
06/13/1995 - 10/15/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
04/05/1995 - 06/14/1995
IRM DISTRIBUTORS, INC. (CARPINTERIA CA)
NY
01/13/1994 - 04/10/1995
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 01/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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