Donald Greene has been an investment adviser representative at Cosey Financial Services since May 2017, and is not listed among the firm’s executive officers or direct owners. Donald Greene holds a BS from Middle Tennessee State University.
Cosey Financial Services, Inc. is a Knoxville, TN firm with $124M under management, 404 clients and 3 advisers across 3 offices, as of its February 2026 filing.
Don Greene is Financial Planner of Cosey Financial Services. He has assisted individuals and businesses in achieving their financial goals for over 40 years. He has provided employee fringe benefits for businesses and protection through various insurance products.
Donald Greene’s longest registration was 9 years at Hornor, Townsend & Kent, Inc. (2004–2014). Before joining Cosey Financial Services in 2017, Donald Greene was registered through Silver Oak Securities, Inc. and Hornor, Townsend & Kent, Inc.
- – present · 9 yearsNashville, TN · Adviser representative · Firm CRD 140175
- Silver Oak Securities, Inc.– · 1 yearNashville, TN · Adviser representative · Firm CRD 46947
- Hornor, Townsend & Kent, Inc.– · 9 yearsNashville, TN · Adviser representative · Firm CRD 4031
Professional designations
Listed by Cosey Financial Services
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
Investment adviser representative registrations
Donald Greene is registered as an investment adviser representative in Tennessee, since May 2017.
- TennesseeSince 4 May 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 18 October 1989 |
| Series 00 | General Securities Principal Examination | 21 February 1973 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Full name
- Donald Robert Greene
- CRD
- 228889
- Firm
- Cosey Financial Services · CRD 140175
- Office
- 1705 19th Ave, South, Nashville, TN 37217
- Registration
- Investment adviser registration
- In the industry since
- February 1974
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- coseyfinancial.com
Where does Donald Greene work?
Donald Greene is an investment adviser representative registered through Cosey Financial Services, Inc. since May 2017, and is not listed among the firm’s executive officers or direct owners.
Is Donald Greene a financial advisor?
Yes. Donald Greene has a current investment-adviser registration in Tennessee, through Cosey Financial Services since May 2017.
How many years of experience does Donald Greene have?
Donald Greene has 52 years in the financial industry, since February 1974, across 3 adviser firms.
What exams has Donald Greene passed?
Donald Greene has passed 2 licensing exams: the Series 00 and Series 63. The earliest, the Series 00, was passed in February 1973. FINRA credited Donald Greene with the SIE, which began in October 2018.
Where did Donald Greene work before Cosey Financial Services?
Before Cosey Financial Services, Donald Greene was registered through Silver Oak Securities, Inc., March 2014 to February 2016; Hornor, Townsend & Kent, Inc., April 2004 to March 2014.
Where is Donald Greene based?
Donald Greene’s registered office is in Nashville, TN.
Is Donald Greene registered with FINRA?
No. Donald Greene has no current broker registration.
How can I verify Donald Greene’s record?
Search CRD 228889 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Donald Greene’s full registration record.
