Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Mantecon is a financial advisor with Schwab Wealth Advisory, Inc. Gregory has been in the financial services industry since 2017 and is registered with the state of Florida and Texas. Gregory holds the Series 7 and Series 66 licenses, as well as the SIE certification. Gregory's firm is headquartered in San Francisco, California and has a branch office in Orlando, Florida where Gregory is currently based.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
FL
01/11/2021 - Present
Schwab Wealth Advisory, Inc. (Orlando FL)
BOTH
Issued 12/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Gregory Mantecon is the right advisor for you? Invested Better is here to help.
