Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Schick is a financial advisor with Aspiriant, LLC, a wealth management firm with offices in Los Angeles and San Francisco. Gregory has been in the financial services industry since 1996 and holds the Series 7, 63, and 65 licenses. Gregory is also a Certified Financial Planner (CFP®). Gregory specializes in providing financial planning, portfolio management, and other advisory services to a wide range of clients, including high-net-worth individuals, families, corporations, and charitable organizations. Gregory is committed to helping clients achieve their financial goals and providing them with the highest level of service.
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.
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.
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CA
08/06/2008 - Present
Aspiriant, LLC (LOS ANGELES CA)
NY
10/04/1996 - 02/18/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
10/04/1996 - 02/18/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/04/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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