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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Michael Schuler is a financial advisor registered with Commonwealth Financial Network and has been working in the financial services industry since 2001. Gregory has a Series 65, Series 66, and Series 7 license as well as a Series 24 principal license and is a Certified Financial Planner. Gregory Michael Schuler has worked for several firms over the years, including TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, LPL FINANCIAL LLC, HSBC SECURITIES (USA) INC., and AXA ADVISORS, LLC. Gregory Michael Schuler specializes in providing financial advice to individuals, businesses, high-net-worth individuals, trusts, and estates. Gregory is affiliated with Crossbridge Financial Group, LLC and is located in Rochester, NY.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
08/16/2021 - Present
Commonwealth Financial Network (ROCHESTER NY)
NY
10/26/2015 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (ROCHESTER NY)
NY
05/15/2012 - 09/30/2015
LPL FINANCIAL LLC (ALBION NY)
NY
12/20/2010 - 05/15/2012
HSBC SECURITIES (USA) INC. (HILTON NY)
NY
04/25/2001 - 12/14/2010
AXA ADVISORS, LLC (ROCHESTER NY)
IA
Issued 08/19/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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