Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Greenberg is a financial professional with over 20 years of experience in the industry. He has been actively registered with Park Avenue Securities LLC since 1999, serving clients in a variety of states, including Florida, New Jersey, New York, and North Carolina. David is also a registered investment advisor and holds licenses including Series 6, 7, 63, and 66. David is dedicated to providing comprehensive financial planning and investment management services to individuals, families, and businesses. David Greenberg is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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NJ
06/26/2023 - Present
Park Avenue Securities LLC (LIVINGSTON NJ)
NY
05/03/1999 - 11/28/2001
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
06/16/1998 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BOTH
Issued 09/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/15/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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