Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ernest Greenleaf is a registered investment advisor representative with Cetera Investment Advisers LLC. Michael has been in the securities industry since February 3, 1999. Michael is also registered as an investment advisor representative in West Virginia. Michael has been registered with Cetera Investment Advisers LLC since December 16, 2011. Prior to that, Michael was employed by Money Concepts Capital Corp, H.D. Vest Investment Services, First Montauk Securities Corp., and Fortis Investors, Inc. Michael has a Series 7, Series 63, Series 65, and Series 24. Michael is also a Registered Representative with Cetera Financial Specialists LLC.
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.
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
WV
12/16/2011 - Present
Cetera Investment Advisers LLC (HURRICANE WV)
WV
11/01/2007 - 12/15/2011
MONEY CONCEPTS CAPITAL CORP (NITRO WV)
WV
08/29/2002 - 12/01/2007
H.D. VEST INVESTMENT SERVICES (ST ALBANS WV)
NJ
02/23/2000 - 08/20/2001
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
MN
04/17/1998 - 12/31/1999
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 3/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/6/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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