Gregory TravitzCRD Number: 3083397
Current Firm: Charles Schwab & Company, Inc.
Gregory Travitz (CRD# 3083397) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orlando, FL and has over 22 years of experience in the finance industry.
Merit Financial Advisors
Securian Financial Services, Inc.
Certified Advisory Corp
|Charles Schwab Bank, Ssb||Southlake, TX||Aug 2021 - Current||< 1|
|Charles Schwab & Company, Inc.||Southlake, TX||May 2021 - Current||1|
|Td Waterhouse Investor Services, Inc.||Fort Worth, TX||Apr 2006 - Current||16|
|Ameritrade Holding Corp.||Omaha, NE||Jun 1998 - Current||24|
|Ameritrade||Bellevue, NE||Jun 1998 - Current||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1999|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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