Invested Better
Unclaimed

Unclaimed

Unclaimed

Gregory Lucas Duracinski

Charles Schwab & CO., Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Gregory? Claim Your Profile

About Gregory Lucas Duracinski

Gregory Duracinski is a financial advisor who has been in the industry since June 2017. Gregory currently works at Charles Schwab & CO., Inc. in Omaha, NE and has been registered with the firm since February 2022. Previously, Gregory worked at TD AMERITRADE, INC., also in Omaha, NE from June 2017 to May 2024. Gregory has passed both the Series 7 and Series 66 exams. Gregory is registered as an investment advisor representative in 39 states, including Nebraska, and is also licensed in Alaska, Arizona, Arkansas, California, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin and Wyoming. Gregory also holds a position as Board Member for Giles Ridge SID, a neighborhood organization in Omaha.

Firm Information

Gregory Duracinski is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

other

Asset based fees for wrap pgrms & subsc pricing for fin planning

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Gregory Duracinski’s Registration & Firm History

NE

02/02/2022 - Present

Charles Schwab & CO., Inc. (Omaha NE)

NE

06/16/2017 - 05/11/2024

TD AMERITRADE, INC. (Omaha NE)

Not sure if Gregory Lucas Duracinski is right for you?

Licenses & Designations

BOTH

Issued 09/07/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/16/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Gregory Lucas Duracinski.
Not sure if Gregory Lucas Duracinski is right for you?