Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greta? Claim Your ProfileGreta Messarra woodward is a financial advisor working at LPL Financial LLC since September 2020. Greta has been working in the financial services industry since July 2002. Greta has been registered with FINRA since March 2002 and is currently registered in Florida, Missouri, Ohio, and Texas. Greta Messarra woodward has a Series 7 and Series 66 license and is also registered as an Investment Advisor Representative in Texas. Prior to LPL Financial LLC, Greta worked at Edward Jones, Wells Fargo Advisors, LLC, ING Financial Advisers, LLC, Primevest Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley DW Inc. Greta has experience working with individuals, families, businesses, retirement plans, trusts, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
09/01/2020 - Present
LPL Financial LLC (BRYAN TX)
TX
05/11/2012 - 09/02/2020
EDWARD JONES (BRYAN TX)
TX
10/05/2010 - 05/14/2012
WELLS FARGO ADVISORS, LLC (BRYAN TX)
TX
02/13/2007 - 10/13/2010
ING FINANCIAL ADVISERS, LLC (BRYAN TX)
TX
01/21/2004 - 02/01/2007
PRIMEVEST FINANCIAL SERVICES, INC. (BRYAN TX)
NY
02/06/2003 - 01/02/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/20/2002 - 10/24/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 04/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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