Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Greco is a financial professional with over 20 years of experience in the financial services industry. Brandon has held various positions at several firms including Threvent Investment Management, Pruco Securities, LLC, and OneAmerica Securities. Brandon is currently a Registered Representative with LPL Enterprise, LLC and provides financial consulting, financial planning, and portfolio management services to individuals, corporations, and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
11/14/2024 - Present
LPL Enterprise, LLC (DOWNERS GROVE IL)
IL
11/23/2020 - 12/15/2022
ONEAMERICA SECURITIES, INC. (Oak Brook IL)
IL
04/25/2018 - 10/12/2020
PRUCO SECURITIES, LLC. (DOWNERS GROVE IL)
IL
07/21/2014 - 04/09/2018
THRIVENT INVESTMENT MANAGEMENT INC. (DOWNERS GROVE IL)
IL
12/16/2013 - 07/17/2014
SAGEPOINT FINANCIAL, INC. (DOWNERS GROVE IL)
IL
10/04/2006 - 08/26/2013
THRIVENT INVESTMENT MANAGEMENT INC. (DOWNERS GROVE IL)
CT
10/08/2004 - 07/22/2005
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
NY
01/06/2004 - 08/25/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
OH
03/27/2002 - 12/19/2003
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
NY
08/13/1998 - 04/02/2002
MONY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 11/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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