Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Greene is a financial advisor registered with Morgan Stanley. David has over 14 years of experience in the financial services industry. David has been registered with Morgan Stanley since 2023. Previously, David was registered with First Republic Securities Company, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Credit Suisse Securities (USA) LLC. David holds Series 7, Series 63, and Series 66 licenses. David is a financial advisor in New York and Texas and is active in 29 states.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
03/17/2023 - Present
Morgan Stanley (New York NY)
NY
06/10/2022 - 04/10/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
NY
05/24/2013 - 06/14/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/06/2009 - 06/18/2013
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BOTH
Issued 05/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2009
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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