Unclaimed
Lars Greiner is a financial advisor with over 30 years of experience in the industry. He has been with J.P. Morgan Securities LLC since 2008. Lars is registered to provide investment advice in Illinois and Texas. He is also registered to provide securities advice in 47 states and the District of Columbia. Lars has earned the Series 3, 7, and 63 securities licenses as well as the Series 65 investment advisor license. His specialties include providing financial planning services, portfolio management for businesses and individuals, and pension consulting. Lars has experience working with a variety of clients including high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
10/12/2007 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
NY
01/19/1993 - 07/06/1995
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
05/26/1989 - 12/04/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
09/21/1987 - 06/19/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
04/29/1987 - 05/19/1987
NORTHERN TRUST BROKERAGE, INC.
IA
Issued 01/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1987
Series 3 - National Commodity Futures Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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