Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greysen? Claim Your ProfileGreysen Schlupp is a financial professional who currently works at Charles Schwab & CO., Inc. Previously, Greysen Schlupp worked at ROBINHOOD FINANCIAL, LLC and FIDELITY BROKERAGE SERVICES LLC. Greysen Schlupp is registered with FINRA and holds the Series 63, Series 7TO and SIE exams. Greysen Schlupp is registered in 53 states and holds a broker-dealer registration with Charles Schwab & CO., Inc.
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
1
2
CO
07/18/2024 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
02/28/2024 - 06/21/2024
ROBINHOOD FINANCIAL, LLC (Denver CO)
CO
04/06/2023 - 02/05/2024
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BC
Issued 06/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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