Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greyvin? Claim Your ProfileGreyvin Jovel is a financial professional with over 10 years of experience in the financial services industry. Greyvin is currently registered with Planmember Securities Corp., and has prior experience with Equitable Advisors, LLC, U.S. BANCORP INVESTMENTS, INC. and WELLS FARGO ADVISORS, LLC. Greyvin specializes in providing financial planning, investment supervisory services, pension consulting, educational seminars, and portfolio management for both individuals and businesses. Greyvin holds a Series 6, Series 63, Series 65 and SIE license.
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.
Provides investment supervisory 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.
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2
OR
03/15/2023 - Present
Planmember Securities Corp. (Lake Oswego OR)
OR
06/30/2015 - 06/06/2022
EQUITABLE ADVISORS, LLC (PORTLAND OR)
OR
12/21/2012 - 05/22/2015
U.S. BANCORP INVESTMENTS, INC. (BEAVERTON OR)
OR
12/07/2010 - 12/04/2012
WELLS FARGO ADVISORS, LLC (BEAVERTON OR)
IA
Issued 03/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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