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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Greenberg is a financial advisor who has been in the industry since 2002. Brian is currently registered with Cambridge Investment Research Advisors, Inc. in New Jersey and New York. Brian also has previous experience with Cetera Advisors LLC, J.P. Turner & Company, L.L.C., MetLife Securities Inc. and Metropolitan Life Insurance Company. Brian holds a Series 6, Series 7, Series 24, Series 63 and Series 65. Brian is a financial professional with experience in various financial services including but not limited to financial planning, pension consulting, educational seminars and portfolio management for individuals 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NY
04/09/2021 - Present
Cambridge Investment Research Advisors, Inc. (Staten Island NY)
NJ
01/05/2005 - 02/01/2019
CETERA ADVISORS LLC (RED BANK NJ)
GA
11/22/2004 - 01/06/2005
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
MA
08/01/2002 - 08/30/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/01/2002 - 08/30/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 01/08/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/31/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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