Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Whitney? Claim Your ProfileWhitney Greer is an investment advisor representative who has been in the industry for over 9 years. Whitney is registered with Cetera Investment Advisers LLC and is located in Lexington, KY. Whitney has a Series 66 license, and is licensed to provide investment advice in Florida, Georgia, Indiana, Kentucky, New York, and Tennessee. Whitney is also a board member of Cumberland Valley National Bank and Trust Company, Cumberland Valley Financial Co, and Corporate Secretary. Whitney serves on the Loan Committee, ALCO, EDP, and Wealth Management Committees at the bank, is a shareholder of CVNB and serves on the Bank Advisory Boards. Whitney is also a 25% owner of Elmo Greer Capital Capital LLC, a family real estate business. Whitney is a manager and insurance agent of Cumberland Valley Insurance LLC. Whitney is also a board member of the Kentucky Community College Foundation and a yoga instructor at Wildfire Yoga.
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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KY
10/03/2014 - Present
Cetera Investment Advisers LLC (LEXINGTON KY)
BOTH
Issued 9/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/4/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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