Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roy? Claim Your ProfileRoy Greer is a financial professional with over 30 years of experience in the financial services industry. Roy is currently an Investment Advisor Representative with Kestra Advisory Services, LLC. Prior to joining Kestra Advisory Services, LLC, Roy was a Registered Representative with Kestra Investment Services, LLC. Roy has held previous positions with several other firms including INVEST FINANCIAL CORPORATION, FINANCIAL NETWORK INVESTMENT CORPORATION, BLUE VASE SECURITIES, LLC, SUNTRUST SECURITIES, INC., NCF FINANCIAL SERVICES, INC., JEFFERSON-PILOT INVESTOR SERVICES, INC., and WHEAT, FIRST SECURITIES, INC. Roy Greer is a Certified Financial Planner and holds FINRA Series 63, Series 65, Series 7 and Series 24 licenses. Roy specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
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2
NC
04/29/2016 - Present
Kestra Advisory Services, LLC (Greensboro NC)
NC
02/28/2007 - 02/03/2015
INVEST FINANCIAL CORPORATION (GREENSBORO NC)
NC
10/24/2005 - 02/27/2007
FINANCIAL NETWORK INVESTMENT CORPORATION (GREENSBORO NC)
PA
03/01/2005 - 10/24/2005
BLUE VASE SECURITIES, LLC (WASHINGTON PA)
GA
01/03/2005 - 04/01/2005
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NC
09/30/2002 - 01/03/2005
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
WI
04/24/1995 - 09/30/2002
INVEST FINANCIAL CORPORATION (APPLETON WI)
IN
12/22/1994 - 05/05/1995
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
NC
06/26/1991 - 12/21/1994
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 08/15/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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