Mark Gregory

Mark Gregory

Vice President - Assistant Branch Manager
Los Angeles, California, United States

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Work Experience

Charles Schwab

Vice President - Assistant Branch Manager

2022-04-01 - Present

TD Ameritrade

Private Client IC

2018-08-01 - 2022-04-01

E*TRADE Financial

Financial Consultant

2014-03-01 - 2016-03-01

Merrill Edge

Financial Solutions Advisor, Assistant Vice President

2012-02-01 - 2014-03-01

Edward Jones

Financial Advisor

2011-05-01 - 2012-02-01

MetLife

Financial Planner

2008-02-01 - 2011-03-01

Skills

finance brokers brokerage banking financial consulting financial products & services portfolio management advisor services retirement plan services specialty brokerage services mutual fund clearing services banks & credit unions financial advising financial services investing

Languages

English