Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Paul Greiten is a financial advisor who has been in the industry since 1993. John is currently registered with Ameriprise Financial Services, LLC in Walnut Creek, California and Martinez, California. John is also registered in Texas. John previously worked with IDS Life Insurance Company, Brookstreet Securities Corporation, First Securities USA, Inc. and First Associated Securities Group, Inc. John holds the Series 7, Series 63 and Series 65 licenses. John's experience includes a variety of specializations.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
CA
01/22/2019 - Present
Ameriprise Financial Services, LLC (Walnut Creek CA)
MN
06/23/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
05/06/2004 - 06/02/2004
BROOKSTREET SECURITIES CORPORATION (SAN JUAN CAPISTRANO CA)
CA
11/05/1999 - 06/02/2004
FIRST SECURITIES USA, INC. (IRVINE CA)
CA
01/07/1993 - 11/05/1999
FIRST ASSOCIATED SECURITIES GROUP, INC. (CHICO CA)
IA
Issued 07/13/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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