Donald
Greene
Cosey Financial Services, Inc
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About this Advisor
Donald Greene is a financial advisor based in Nashville, Tennessee, working with Cosey Financial Services, Inc. Donald has previously held a position at Silver Oak Securities, Inc. Donald has passed the Series 63 regulatory exam and is registered to provide services in Tennessee. Currently, Donald is part of Cosey Financial Services, Inc, which operates out of Nashville, Tennessee. The firm has 2 offices and 6 employees. The firm manages assets totaling $103.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Cosey Financial Services, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cosey Financial Services, Inc Brokerage Details
$103,704,778
6
807
$128,507
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Donald Greene Work History
Silver Oak Securities, Inc
Disclosures
Please visit the SEC profile of Donald Greene to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cosey Financial Services, Inc
Nashville, TN
Knoxville, TN
Knoxville, TN
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