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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Robert Greiber is a financial advisor with Russell Investments. Jeffrey Greiber has been a registered representative since 2002. Jeffrey Greiber is a registered representative in 53 states. Jeffrey Greiber has a Series 7, Series 6 and Series 66 licenses. Jeffrey Greiber specializes in financial planning, portfolio management, and pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of revenue/intracompany agrmts and % of assets/advsmt
1
2
WI
02/29/2012 - Present
Russell Investments (Milwaukee WI)
WI
09/30/2008 - 02/16/2012
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
AZ
05/07/2007 - 07/08/2008
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
MN
07/31/2002 - 08/13/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/31/2002 - 08/13/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/04/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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