Mark C. Gregory

VP - Financial Consultant

+1 310-546-6075

Financial credentials

  • Series 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

16 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • VP - Assistant Branch Manager, Charles Schwab, 2022-2024
  • Private Client Financial Consultant, Charles Schwab, 2018-2022
  • Branch Manager, Charles Schwab, 2016-2018
  • Financial Consultant, E*TRADE, 2014-2016
  • Financial Advisor, Merrill Lynch, 2012-2014

Education

    Personal interests and affiliations

    • Redondo Beach AYSO Soccer Coach
    • Redondo Beach Unified School District Parent Teachers Association
    • National Head Start Association
    • Diversity and Inclusion Employee Resource Group

    Standard mailing address:

    Charles Schwab & Co, Inc
    El paso Operation Center
    P.O. Box 982600
    El Paso, TX 79998

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