Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fredric? Claim Your ProfileFredric Greenstein is a financial advisor registered with Stifel, Nicolaus & Company, Inc. in White Plains, NY. Fredric has over 39 years of experience in the financial services industry. Fredric has been with Stifel, Nicolaus & Company, Inc. since 2007 and has been registered with the Financial Industry Regulatory Authority (FINRA) since 1984. Fredric has also been registered as an Investment Advisor Representative since 2007.
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.
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.
1
2
NY
05/26/2021 - Present
Stifel, Nicolaus & Company, Inc. (WHITE PLAINS NY)
NY
04/29/2002 - 07/10/2007
RYAN BECK & CO. (WHITE PLAINS NY)
NY
05/04/1990 - 05/13/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
03/20/1987 - 05/24/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
10/25/1984 - 03/30/1987
SHEARSON LEHMAN BROTHERS INC.
IA
Issued 03/07/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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