Unclaimed
Gregory Ganter is a financial professional with over 10 years of experience in the industry. Gregory is registered with Charles Schwab & Co., Inc. and holds Series 63, Series 7, and SIE licenses. Gregory is registered to provide investment advice in 51 states and the District of Columbia. Gregory has experience in providing financial planning and investment advice to a variety of clients.
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
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2
AZ
11/03/2011 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
BC
Issued 12/05/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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