Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Cleveland Greenway is a registered investment advisor representative at Franklin Street Advisors Inc., a firm based in Chapel Hill, NC. Dennis Cleveland Greenway has been in the industry for over 20 years. Dennis Cleveland Greenway is registered in North Carolina and holds the Series 7 and Series 63 securities licenses. Dennis Cleveland Greenway holds a Chartered Financial Analyst designation. Franklin Street Advisors Inc. provides investment advice, portfolio management for businesses, individuals, and pooled investment vehicles, and selection of other advisors.
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.
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.
Investment advice
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.
Security recommendations
1
2
NC
09/18/2015 - Present
Franklin Street Advisors Inc. (CHAPEL HILL NC)
NC
01/13/2000 - 02/22/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
BC
Issued 01/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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