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 advisor with Oppenheimer & Co. Inc. David has been in the industry since 1994. David has Series 7, Series 63, and Series 65 licenses. David has been registered with Oppenheimer & Co. Inc. since 2008. Prior to joining Oppenheimer & Co. Inc., David worked at BEAR, STEARNS & CO. INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. David specializes in providing financial advice to individuals, businesses, and institutions. David has a strong track record of success and is committed to providing his clients with the highest level of service.
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.
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.
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.
1
2
CT
03/31/2008 - Present
Oppenheimer & Co. Inc. (STAMFORD CT)
NY
08/01/1996 - 04/09/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
08/08/1995 - 08/02/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
06/01/1994 - 08/17/1995
J. B. HANAUER & CO. (PARSIPPANY NJ)
IA
Issued 08/31/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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