Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Mark Switzer is a financial advisor with over 25 years of experience in the financial services industry. Gregory Mark Switzer is registered with TIAA-CREF Individual & Institutional Services, LLC. Gregory Mark Switzer specializes in providing financial planning and portfolio management services for individuals, corporations, and charitable organizations. Gregory Mark Switzer is also registered as an Investment Advisor Representative in Virginia.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
VA
07/28/2005 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTESVILLE VA)
BOTH
Issued 05/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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