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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gena? Claim Your ProfileGena Wolbrecht is an investment advisor representative with Cetera Investment Advisers LLC. Gena Wolbrecht has been in the financial services industry since 1998. Gena Wolbrecht has experience at several firms, including LPL Financial LLC, Cetera Investment Services LLC, Morgan Keegan & Company, Inc., Morgan Stanley DW Inc., and Wunderlich Securities, Inc. Gena Wolbrecht holds the following licenses: Series 7, Series 24, Series 63, Series 66, and Series 72. Gena Wolbrecht specializes in Financial Planning, Portfolio Management for Individuals, Pension Consulting, Portfolio Management for Businesses, and Selection of Other Advisers. Gena Wolbrecht offers services to a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Gena Wolbrecht also offers services to pension and profit-sharing plans, charitable organizations, and banking or thrift institutions.
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.
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2
TN
01/15/2020 - Present
Cetera Investment Advisers LLC (GERMANTOWN TN)
TN
01/03/2019 - 09/30/2019
LPL FINANCIAL LLC (GERMANTOWN TN)
TN
08/03/2017 - 11/08/2018
CETERA INVESTMENT SERVICES LLC (COLLIERVILLE TN)
TN
05/03/2017 - 06/02/2017
CETERA INVESTMENT SERVICES LLC (MEMPHIS TN)
TN
02/07/2013 - 04/28/2017
CETERA INVESTMENT SERVICES LLC (MEMPHIS TN)
TN
08/24/2005 - 03/31/2012
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NY
07/07/2004 - 08/18/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
TN
12/04/2002 - 08/22/2003
WUNDERLICH SECURITIES, INC. (MEMPHIS TN)
MN
09/04/1998 - 12/11/2000
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
WI
03/26/1997 - 09/04/1998
INVEST FINANCIAL CORPORATION (APPLETON WI)
TN
02/01/1996 - 02/24/1997
NBC CAPITAL MARKETS GROUP, INC. (MEMPHIS TN)
NY
10/17/1994 - 02/10/1996
J.C. BRADFORD & CO. (NEW YORK NY)
TN
12/03/1993 - 03/28/1994
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BOTH
Issued 12/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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