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Gregory S. Mech Paz

RETIREMENT SOLUTIONS GROUP
Franklin, TN 37064
Some features on this profile are disabled
CRD#: 7964009
GM

Professional summary

Gregory Scott Mech Paz, who also goes by Greg Mech Paz, is a registered financial advisor currently at RETIREMENT SOLUTIONS GROUP located in Franklin, Tennessee.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Gregory has worked at 1 firm and has passed the Series 65 and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Greg Mech Paz

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Gregory Mech Paz, Sole Proprietor; Yes; Franklin, TN; Insurance Sales; Insurance Agent; 06/2024; 25/ HRS MO; 0/ HRS MO

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Scott Mech Paz's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 31, 2024 - Present

RETIREMENT SOLUTIONS GROUP

Office #1: 101 Se Parkway Ct Suite 210, Franklin, TN 37064
RIA
CRD#: 289069
Franklin, TN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Tennessee
(7/31/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/11/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/16/2023
Securities Industry Essentials Examination

Current Firm

RS
RETIREMENT SOLUTIONS GROUP
RETIREMENT SOLUTIONS GROUP | RETIREMENT SOLUTIONS GROUP, INC.

CRD#: 289069 / SEC#:

Tennessee
Registered Investment Advisory firm - (11/29/2017 Approved)
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Contact information

Main Address
101 Se Parkway Ct Suite 210, Franklin, TN 37064
Mailing Address
Phone number
(615) 467-6300
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

RETIREMENT SOLUTIONS GROUP

CRD#: 289069Franklin, TN 37064

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