Unclaimed
Greg Emmack is an investment advisor representative with Cetera Investment Advisers LLC in ELKHART, IN. Greg has been in the industry since 2004 and is registered with FINRA and several states. Greg has a strong background in financial planning and portfolio management. Greg has also worked with Key Investment Services LLC and PNC Investments.
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 8/5/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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