Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Gerber is a financial advisor currently registered with Charles Schwab & CO., Inc. in Westlake, TX. Gregory has been active in the financial services industry since November 2010. Previously, Gregory was registered with TD AMERITRADE, INC., and TD AMERITRADE CLEARING, INC. Gregory has passed multiple industry exams including Series 7, Series 3, Series 63, Series 66, Series 9, Series 10, Series 24, and Series 34. Gregory holds licenses in 53 states and Washington, D.C. Gregory Gerber is affiliated with Charles Schwab & CO., Inc., and also holds registrations with the Financial Industry Regulatory Authority (FINRA).
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
04/12/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
11/15/2010 - 05/11/2024
TD AMERITRADE, INC. (Westlake TX)
TX
06/16/2016 - 09/29/2017
TD AMERITRADE CLEARING, INC. (FORT WORTH TX)
BOTH
Issued 03/01/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/27/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/02/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/11/2019
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 11/20/2018
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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