Individual Firm
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MICHAEL BRIAN WACHSLER
BRIAN WACHSLER
CRD#: 2936160
IA
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GREYSTONE FINANCIAL GROUP, LLCCRD#: 306595 5444 Westheimer
Suite 1000
Houston, TX 77056
Suite 1000
Houston, TX 77056
0
Disclosures
26
Years of Experience
View By:
State Registrations
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Michigan 9/18/2020
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Texas 9/16/2020
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Registered with this firm since 9/16/2020
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 03/01/2017 - 08/06/2020 | Houston, TX | |
IA | 08/26/2014 - 01/24/2018 | HOUSTON, TX | |
IA | 01/27/2017 - 03/17/2017 | SAINT LOUIS, MO | |
B | 01/26/2017 - 03/17/2017 | SUGARLAND, TX | |
IA | 12/02/2013 - 07/28/2014 | SUGAR LAND, TX | |
IA | 01/22/2008 - 12/12/2013 | HOUSTON, TX | |
IA | 01/02/2002 - 02/29/2008 | HOUSTON, TX | |
B | 03/08/1999 - 05/17/2001 | WESTLAKE, TX | |
B | 11/06/1997 - 01/14/1999 | NEW YORK, NY |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.