Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teri? Claim Your ProfileTeri Greenfield is a financial advisor who has been in the industry since 2016. Teri is currently registered with Cambridge Investment Research Advisors, Inc. and is located in Omaha, Nebraska. Teri also holds registrations as an Investment Advisor Representative in Nebraska. Teri has previously been registered with Raymond James Financial Services, Inc. and Cambridge Investment Research, Inc. Teri has passed the Series 66, Series 24, SIE and Series 7 exams.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NE
05/02/2024 - Present
Cambridge Investment Research Advisors, Inc. (Omaha NE)
NE
09/20/2021 - 10/12/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (OMAHA NE)
IA
04/18/2016 - 09/02/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
BOTH
Issued 01/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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