Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josette? Claim Your ProfileJosette Lee Greechan is a financial advisor currently associated with Oppenheimer & Co. Inc. She is a Certified Financial Planner and has been in the industry since September 1987. Josette is registered with the Securities and Exchange Commission (SEC) and holds Series 7, Series 63, and Series 65 licenses. She previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and Bank of America, NA. Josette specializes in portfolio management for individuals and businesses, financial planning, and selection of other advisors. She has a strong track record in providing personalized investment advice to clients.
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 09/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
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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