Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg Coenen is a financial advisor registered with Osaic Wealth, Inc., providing financial advice and planning services to individuals, businesses, and institutions. Greg has over 20 years of experience in the financial industry, having held positions at Securities America, Inc., Edward Jones, and other firms. He is a registered representative with FINRA and holds the Series 7, Series 63, and Series 65 licenses. Greg has a proven track record of success in helping clients achieve their financial goals. He specializes in retirement planning, investment management, insurance planning, and estate planning.
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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NE
06/20/2024 - Present
Osaic Wealth, Inc. (OMAHA NE)
NE
11/05/2004 - 06/14/2024
SECURITIES AMERICA, INC. (OMAHA NE)
MO
08/22/2000 - 11/08/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 02/02/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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