Unclaimed
Brian Greenwald is a financial professional with over 15 years of experience in the securities industry. Brian is currently registered with Cambridge International Securities, LLC in Westport, CT. Brian holds Series 7, 24, and 63 licenses, as well as the SIE designation. Brian previously worked at ZEUS FINANCIAL, LLC, NATHAN HALE CAPITAL, LLC, U.S. FINANCIAL INVESTMENTS, INC., R. SEELAUS & CO.,INC., and HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C.
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.
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.
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2
CT
01/18/2023 - Present
Cambridge International Securities, LLC (WESTPORT CT)
NY
11/09/2021 - 01/17/2023
ZEUS FINANCIAL, LLC (New York NY)
NJ
01/31/2013 - 11/08/2021
NATHAN HALE CAPITAL, LLC (MADISON NJ)
NY
02/10/2012 - 02/05/2013
U.S. FINANCIAL INVESTMENTS, INC. (NEW YORK NY)
NJ
04/07/2008 - 01/17/2012
R. SEELAUS & CO.,INC. (CHATHAM NJ)
NJ
02/26/2007 - 08/31/2007
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (MORRISTOWN NJ)
BC
Issued 12/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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