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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg Halat is a financial advisor with Cetera Investment Advisers LLC, based in Madison, Wisconsin. Greg has been in the financial services industry since October 2003 and has a wide range of experience in providing financial advice. Greg is registered with the Securities and Exchange Commission (SEC) and holds the Series 6, 7, 63, and 66 licenses. Greg is also a registered investment advisor in Texas and Wisconsin. Greg is dedicated to helping clients achieve their financial goals. Greg is committed to providing personalized financial advice and working closely with clients to develop customized financial plans.
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
WI
08/10/2023 - Present
Cetera Investment Advisers LLC (MADISON WI)
WI
10/02/2003 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MADISON WI)
WI
10/02/2003 - 10/19/2021
CRI SECURITIES, LLC (MADISON WI)
BOTH
Issued 5/6/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/22/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/1/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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