Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Marshall Greene is a financial advisor with Cetera Investment Advisers LLC. Gregory has been in the industry since April 9, 2011 and is registered in Tennessee and Texas. Gregory has experience with various firms including BB&T Investment Services, Inc., Cetera Investment Services LLC, PNC Investments, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and SunTrust Investment Services, Inc. Gregory holds the Series 6, 7, 63, and 66 securities licenses as well as the SIE exam.
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
TN
01/24/2023 - Present
Cetera Investment Advisers LLC (MORRISTOWN TN)
TN
04/03/2017 - 09/15/2017
BB&T INVESTMENT SERVICES, INC. (KNOXVILLE TN)
FL
06/30/2014 - 03/31/2017
CETERA INVESTMENT SERVICES LLC (PENSACOLA FL)
AL
08/27/2013 - 07/03/2014
PNC INVESTMENTS (SPANISH FORT AL)
TN
06/30/2012 - 07/08/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (KNOXVILLE TN)
TN
01/01/2011 - 05/21/2012
SUNTRUST INVESTMENT SERVICES, INC. (KNOXVILLE TN)
BOTH
Issued 09/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/28/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Greene is the right advisor for you? Invested Better is here to help.
