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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda Lee Greegor is a financial advisor currently registered with Cetera Investment Advisers LLC. Brenda has been in the financial services industry since 2000. Brenda also holds a Series 6, Series 7, and SIE licenses. Prior to joining Cetera Investment Advisers LLC, Brenda was an advisor at INFINEX INVESTMENTS, INC. and GREAT AMERICAN ADVISORS, INC. Brenda works with a wide range of clients including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Brenda's current registrations are with Cetera Investment Advisers LLC in Shreve, Ohio, and with the state of Ohio.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
OH
06/14/2019 - Present
Cetera Investment Advisers LLC (SHREVE OH)
OH
01/03/2006 - 05/21/2019
INFINEX INVESTMENTS, INC. (WOOSTER OH)
OH
03/27/2000 - 01/04/2006
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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