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Greer Westerink

Nylife Securities LLC

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About Greer Westerink

Greer Westerink is a financial advisor who has been working in the industry since 2019. Greer is currently registered with Nylife Securities LLC and is licensed in California and New Jersey. Greer previously worked with Northwestern Mutual Investment Services, LLC. Greer is Series 63, 6TO and SIE licensed. Greer is committed to providing personalized financial advice to help her clients reach their financial goals.

Firm Information

Greer Westerink is currently registered with Nylife Securities LLC. Nylife Securities LLC is a Limited Liability Company formed in 2007, registered in 51 states and the SEC. The firm has been involved in 13 regulatory events and 7 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

4,464

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Greer Westerink’s Registration & Firm History

CA

07/23/2021 - Present

Nylife Securities LLC (SAN RAMON CA)

CA

06/27/2019 - 01/28/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 08/23/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/27/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/06/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Greer Westerink. Review regulatory record here.
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