Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greysen? Claim Your ProfileGreysen Stefani is an investment advisor representative who has been in the industry since March 2022. Greysen is registered with the state of Oregon and has passed the Series 66, Series 7TO and SIE exams. Greysen is currently employed by Voya Financial Advisors, Inc., and provides services to individuals, corporations 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OR
08/04/2022 - Present
Voya Financial Advisors, Inc. (PORTLAND OR)
BOTH
Issued 05/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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