Unclaimed
Greg Emmack is a financial advisor with Cetera Investment Advisers LLC. Greg has been in the financial industry since 2004 and is licensed in Indiana and Texas. Greg has been with Cetera Investment Advisers LLC since 2017 and previously worked at KEY INVESTMENT SERVICES LLC, PNC INVESTMENTS, and THRIVENT INVESTMENT MANAGEMENT INC. Greg is a registered representative with FINRA and is also licensed as an investment advisor in Indiana and Texas. Greg provides a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Greg is committed to helping clients achieve their financial goals.
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.
1
2
IN
10/20/2022 - Present
Cetera Investment Advisers LLC (ELKHART IN)
IN
11/21/2014 - 07/28/2017
KEY INVESTMENT SERVICES LLC (ELKHART IN)
IN
02/22/2011 - 11/14/2014
PNC INVESTMENTS (ELKHART IN)
IN
06/25/2008 - 02/07/2011
KEY INVESTMENT SERVICES LLC (WAKARUSA IN)
IN
07/28/2004 - 06/26/2008
THRIVENT INVESTMENT MANAGEMENT INC. (ELKHART IN)
BOTH
Issued 08/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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