Michael Greenberg, financial advisor Lakeland FL

Michael Greenberg

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Michael P. Greenberg
Phone Number: 888-528-2987
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    28,326
    MILLIONS
  • Total Number of Accounts
    129,758
    ACCOUNTS
  • Average Account Value
    $218,298
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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