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Brian David Grefe is a financial_advisor professional located in Clive, IA. They specialize in financial advisory. With over 20 years of experience, they bring deep expertise to every client.
Brian David Grefe - Raymond James & Associates, Inc. holds an active professional license (FINRA CRD) for your protection.
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Brian David Grefe is a financial advisor based in Clive, Iowa, with 20 years of experience in the financial services industry. He is affiliated with Raymond James & Associates, Inc., a major investment and financial services firm. Grefe holds a FINRA CRD license number 4968055, which enables him to conduct securities and investment business. His background reflects two decades of work in financial advisory services.
Brian David Grefe's FINRA CRD (Central Registration Depository) license indicates he is registered with the Financial Industry Regulatory Authority, the primary regulator overseeing securities brokers and investment advisors. This registration allows him to offer investment advice and conduct securities transactions. The CRD system maintains disciplinary history and registration status, providing transparency about a professional's regulatory standing and background. This designation signals his involvement in regulated investment and financial advisory services.