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Michael G
Series 66
Cerro Gordo, NC
Cetera
Michael Greene is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and has prior experience at Avantax Advisory Services and Avantax Investment Services. Outside of advisory work, Greene is involved in accounting and tax preparation through W Greene PLLC and M Wade Greene LLC, and he owns a small livestock business. Cetera Investment Advisers LLC is a multi-manager platform serving a broad range of clients including individuals, retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers various portfolio management options, financial planning services, and access to multiple program structures with over $256 billion in assets under management across more than 10,000 advisors.
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