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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Greenberg is an investment advisor representative currently registered with SB Advisory, LLC in Oregon and Texas. Douglas has been in the industry since 1993, starting with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Douglas has previously held positions at Morgan Stanley, and is also currently associated with Pacific Northwest Advisory, LLC in Oregon. Douglas is a Series 7, 63 and 65 licensed advisor, along with the SIE and Series 31 exams. Douglas has experience working with a range of clients, including high-net-worth individuals and individuals other than high-net-worth. SB Advisory, LLC specializes in providing financial planning and portfolio management for individuals.
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.
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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2
OR
08/19/2022 - Present
SB Advisory, LLC (West Linn OR)
OR
06/01/2009 - 04/16/2018
MORGAN STANLEY (PORTLAND OR)
OR
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PORTLAND OR)
OR
02/15/1994 - 04/02/2007
MORGAN STANLEY DW INC. (PORTLAND OR)
NY
01/07/1993 - 01/04/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 01/04/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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