Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josette? Claim Your ProfileJosette Greechan is a financial advisor with Oppenheimer & Co. Inc. Josette has been in the securities industry since September 1987 and holds the following licenses: Series 7, Series 63, Series 65 and SIE. Josette is also a Certified Financial Planner (CFP). Josette is registered to offer investment advisory services in the following states: Connecticut, Texas, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Maine, Maryland, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia, Washington and Wyoming. Josette Greechan is also registered to offer brokerage services in the following states: Connecticut, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Maine, Maryland, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Washington and Wyoming. Josette specializes in retirement planning, portfolio management, financial planning and insurance planning.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CT
12/13/2016 - Present
Oppenheimer & Co. Inc. (STAMFORD CT)
NY
09/22/1987 - 12/06/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WHITE PLAINS NY)
IA
Issued 9/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/5/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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