Unclaimed
Galen John Greiner is a registered representative and investment advisor with Oppenheimer & Co. Inc. based in Monroeville, Pennsylvania. Galen has been in the securities industry since May 1983. Before joining Oppenheimer & Co. Inc., Galen was a registered representative with Janney Montgomery Scott LLC and Parker/Hunter Incorporated. Galen has passed the Series 7, Series 63, and Series 65 exams, as well as the Securities Industry Essentials Examination. Galen specializes in providing investment advice and portfolio management for individuals, businesses, pooled investment vehicles, and retirement plans.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
05/11/2009 - Present
Oppenheimer & Co. Inc. (MONROEVILLE PA)
PA
06/25/2005 - 05/28/2009
JANNEY MONTGOMERY SCOTT LLC (PITTSBURGH PA)
PA
03/14/1989 - 06/25/2005
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
NA
07/02/1988 - 03/16/1989
HOPPER SOLIDAY & CO., INC.
NA
05/26/1983 - 07/02/1988
CUNNINGHAM, SCHMERTZ & CO., INC.
IA
Issued 03/22/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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