Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Greer is a financial advisor who has been in the industry since 1983. He is currently registered with Private Advisor Group, LLC in Connecticut. Greer has a wide range of experience in the financial services industry and is a graduate of Northwestern Mutual Life. He has experience working with individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, insurance companies, and state or municipal government entities. Greer holds several licenses and certifications including Series 6, 7, 9, 10, 22, 63, and 66. He also holds the designation of Chartered Financial Consultant.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
06/20/2019 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
CT
03/09/1983 - 06/14/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GLASTONBURY CT)
WI
03/05/1984 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 09/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/16/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/24/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/07/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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