Unclaimed
Jeffery Grecu is a financial advisor with over 30 years of experience in the industry. Jeffery is currently registered with Good Life Advisors, LLC and holds licenses in multiple states. He specializes in providing financial planning and investment management services to a range of clients, including individuals, families, charitable organizations, and pension and profit sharing plans. Jeffery's experience also includes previous roles with MetLife Securities Inc. and Metropolitan Life Insurance Company. Jeffery is committed to providing his clients with personalized service 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.
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.
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.
Planning subscription fee
1
2
PA
11/29/2022 - Present
Good Life Advisors, LLC (READING PA)
IL
05/28/1987 - 05/12/2015
METLIFE SECURITIES INC. (DOWNERS GROVE IL)
IL
05/28/1987 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DOWNERS GROVE IL)
IA
Issued 07/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/26/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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