Michael GreenbergCRD Number: 2896664
Current Firm: Cetera Investment Advisers LLC
Michael Greenberg (CRD# 2896664) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lakeland, FL and has over 6 years of experience in the finance industry.
Infinex Investments, Inc.
Transamerica Financial Advisors, Inc.
Truist Advisory Services, Inc.
|Cetera Investment Advisors LLC||Lakeland, FL||Nov 2018 - Current||3|
|Cetera Investment Services LLC||St. Cloud, MN||Nov 2018 - Current||3|
|Regions Bank||Lakeland, FL||Sep 2018 - Current||3|
|Unemployed||Longwood, FL||Jan 2018 - Sep 2018||< 1|
|Suntrust Advisory Services||Atlanta, GA||Sep 2016 - Dec 2017||1|
|Suntrust Investment Services, Inc.||Atlanta, GA||Jun 2015 - Dec 2017||2|
|Suntrust Bank||Fern Park, FL||Jun 2015 - Dec 2017||2|
|Suntrust Banks||Fern Bank, FL||Apr 2006 - Dec 2017||11|
|Suntrust Investment Services, Inc.||Atlanta, GA||Jan 2015 - Jun 2015||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2015|
|S65||NASAA Investment Advisors Law Examination||Oct 2016|
Total Assets Under Management28,326MILLIONS
Total Number of Accounts129,758ACCOUNTS
Average Account Value$218,298
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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