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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dina? Claim Your ProfileDina Greene is an investment advisor representative, licensed in the state of New York, who works at Morgan Stanley. Dina Greene has 11 years of experience in the financial industry. In addition to her series 63 and 65 licenses, Dina Greene also holds series 7, 9, and 10 licenses. Dina Greene is a registered investment advisor representative with Morgan Stanley, which has offices in Jericho, New York.
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
04/22/2022 - Present
Morgan Stanley (Jericho NY)
NY
09/12/2016 - 04/25/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JERICHO NY)
NY
01/17/2011 - 09/14/2016
WELLS FARGO ADVISORS, LLC (NEW YORK NY)
IA
Issued 05/16/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/14/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2011
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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