Gregory Travitz, financial advisor Orlando FL

Gregory Travitz

CRD 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.

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Certified Advisory Corp
Company Name Location Dates Years
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
Contact Info for Gregory D. Travitz
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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