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WILLIAM TREVOR GREEAR
CRD#: 5652705
IA
B
CME FINANCIAL SERVICES, LLCCRD#: 289001 150 E. MOUND ST.,
SUITE 100
COLUMBUS, OH 43215
SUITE 100
COLUMBUS, OH 43215
LPL FINANCIAL LLCCRD#: 6413 4099 TRUEMAN BLVD
HILLIARD, OH 43026
HILLIARD, OH 43026
0
Disclosures
15
Years of Experience
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State Registrations
B
Florida 10/17/2016
B
Ohio 10/17/2016
B
Michigan 9/16/2020
IA
Ohio 10/17/2016
SRO Registrations
B
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IA
Registered with this firm since 5/24/2018
B
Registered with this firm since 10/17/2016
IA
Registered with this firm since 10/17/2016
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 11/30/2011 - 01/10/2017 | DUBLIN, OH | |
B | 03/18/2009 - 10/17/2016 | DUBLIN, OH |
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B
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.