Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Towner is an Investment Advisor Representative with The Fiduciary Alliance, registered with the state of South Carolina. Gregory has been in the industry since 1999 and has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Gregory has a wide range of experience and expertise, and is committed to providing his clients with the highest level of service and advice. Gregory is a Chartered Financial Analyst and holds the Series 7, Series 9, Series 10, and Series 63 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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SC
09/21/2016 - Present
THE Fiduciary Alliance (GREENVILLE SC)
TX
09/30/1999 - 12/31/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 10/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/13/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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