Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory S. Rine is a financial advisor with over 27 years of experience in the financial services industry. Gregory is currently registered with Charles Schwab & CO., Inc. and is licensed to provide investment advice in 53 states and the District of Columbia. Before joining Charles Schwab, Gregory worked at TD AMERITRADE, INC., THE LEADERS GROUP, INC. and JEFFERSON PILOT SECURITIES CORPORATION. Gregory holds the Series 7, 63 and 66 licenses as well as the SIE exam. Gregory specializes in financial planning, portfolio management, and selection of other advisors. Gregory is committed to providing clients with personalized financial advice that meets their individual needs and goals.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
01/26/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
12/05/2006 - 11/25/2022
TD AMERITRADE, INC. (Southlake TX)
CO
01/10/2006 - 12/06/2006
THE LEADERS GROUP, INC. (LITTLETON CO)
IN
08/23/2003 - 01/23/2006
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
CA
04/01/2001 - 07/08/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
TX
01/17/2000 - 04/01/2001
BANK UNITED SECURITIES CORP. (HOUSTON TX)
MO
06/23/1994 - 04/28/1999
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 12/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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