Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Medina is a registered representative with Pensionmark Securities, LLC. Gregory is licensed to provide investment advice and securities in California. Gregory has been active in the securities industry since June 29, 2017. Gregory's previous experience includes working for Vanguard Marketing Corporation in Scottsdale, Arizona. Gregory holds the Series 6, 7, and 63 licenses and the SIE exam.
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.
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.
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CA
10/04/2019 - Present
Pensionmark Securities, LLC (Santa Barbara CA)
AZ
05/17/2017 - 08/20/2019
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 07/05/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/17/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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