Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Avi? Claim Your ProfileAvi Greenlinger is an investment advisor representative at RBC Capital Markets, LLC and Wealthpenn.comllc. Avi has been in the industry since 2003 and is registered in 32 states. Avi holds the Series 7, Series 31, and Series 66 licenses, as well as the SIE exam. Avi has previously worked at Citigroup Global Markets Inc., Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Avi has a variety of specializations including investment advisory services, financial planning, pension consulting, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MD
10/31/2024 - Present
RBC Capital Markets, LLC (BALTIMORE MD)
MD
12/24/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PIKESVILLE MD)
MD
04/02/2007 - 01/02/2009
MORGAN STANLEY & CO. INCORPORATED (HUNT VALLEY MD)
MD
05/01/2003 - 04/02/2007
MORGAN STANLEY DW INC. (LUTHERVILLE MD)
BOTH
Issued 05/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 04/29/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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