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Donald Robert Greene

Investment Adviser Representative at COSEY FINANCIAL SERVICES, INC.

Nashville, TNCRD #228889Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
52 yrs
States Registered
1 states
Exams Passed
3

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Tennessee
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 10/18/1989
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 24
General Securities Principal Examination
Passed 2/21/1973

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Cosey Financial Services, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

COSEY FINANCIAL SERVICES, INC.Current
5/4/2017Nashville, TN
SILVER OAK SECURITIES, INC.
3/24/20142/2/2016Nashville, TN
HORNOR, TOWNSEND & KENT, INC.
4/16/20043/27/2014Nashville, TN

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at COSEY FINANCIAL SERVICES, INC.

2 other advisors in the directory

View COSEY FINANCIAL SERVICES, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Donald Robert Greene has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Donald Robert Greene - Financial Advisor in Nashville, TN | AdvisorFinder