Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Hernandez is a financial advisor who is currently registered with Charles Schwab & CO., Inc. Gregory has been working in the financial industry since August 6, 1998, and has a wide range of experience in the industry. Gregory is a Certified Financial Planner and is licensed to provide investment advice in Texas. In addition to their current role at Charles Schwab, Gregory has previously worked at USAA Financial Advisors, Inc. and USAA Investment Management Company.
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
05/23/2020 - Present
Charles Schwab & CO., Inc. (Austin TX)
TX
09/06/2007 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
08/07/1998 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
IA
Issued 02/05/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/20/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/17/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/11/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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