Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Nelson Thomas is an investment advisor representative at Charles Schwab Investment Management, Inc. Gregory has been in the industry since 1973. Gregory is registered with the state of Colorado. Gregory has passed the following exams: Series 63, Series 65, Series 1, Series 40, and F04.
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.
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.
Strategic management for diversified investment portfolios.
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.
Costs
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CO
03/11/2022 - Present
Charles Schwab Investment Management, Inc. (Avon CO)
IL
07/17/1973 - 01/29/1993
WILLIAM BLAIR & COMPANY (CHICAGO IL)
IA
Issued 06/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/1981
F04 - Financial Principal Examination
BC
Issued 11/06/1977
Series 40 - Registered Principal Examination
BC
Issued 07/11/1973
Series 1 - Registered Representative Examination
Active
Inactive
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