Unclaimed
Gregory Brenner is a financial professional with over 15 years of experience in the financial services industry. Gregory is currently registered with State Farm Investment Management Corp. and holds a Series 6, 7, 24, 63, and 65 licenses. Gregory has also held previous registrations with Northwestern Mutual Investment Services, LLC, MML Investors Services, LLC, Securian Financial Services, Inc., and NYLife Securities LLC. Gregory is a Chartered Financial Consultant and holds a bachelor's degree in Business Administration from the University of Tennessee. Gregory is committed to providing his clients with personalized financial advice and guidance to help them 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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
AL
06/17/2019 - Present
State Farm Investment Management Corp. (Vestavia AL)
TN
02/16/2018 - 04/17/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NASHVILLE TN)
TN
04/10/2014 - 01/04/2018
MML INVESTORS SERVICES, LLC (BRENTWOOD TN)
TN
01/22/2013 - 03/25/2014
SECURIAN FINANCIAL SERVICES, INC. (BRENTWOOD TN)
TN
07/29/2010 - 01/02/2013
NYLIFE SECURITIES LLC (MEMPHIS TN)
TN
04/12/2006 - 07/16/2010
STATE FARM VP MANAGEMENT CORP. (MURFREESBORO TN)
IA
Issued 10/17/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/11/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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