Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Sanville is a financial professional with over 25 years of experience in the industry. Gregory has a wide range of experience with firms such as Charles Schwab & Co., Inc., G.A. Reppe & Company, and Wells Fargo Clearing Services, LLC. Gregory's current role is with TIAA-CREF Individual & Institutional Services, LLC. Gregory holds Series 7, 8, 9, 10, and 63 licenses, as well as the SIE exam. Gregory is registered in all 50 states.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
07/25/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
MO
11/15/2023 - 07/17/2024
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
NC
11/11/2011 - 08/25/2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NY
06/01/2009 - 10/05/2011
METLIFE SECURITIES INC. (SYRACUSE NY)
NY
07/31/2003 - 02/17/2009
CHARLES SCHWAB & CO., INC. (PITTSFORD NY)
FL
05/15/2003 - 08/05/2003
G. A. REPPLE & COMPANY (CASSELBERRY FL)
TX
11/17/1995 - 04/15/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 11/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/31/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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