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Geoffrey Ross Greene

Equitable Distributors, LLC

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About Geoffrey Ross Greene

Geoffrey Greene has over 30 years of experience in the financial services industry. Geoffrey is currently registered with Equitable Distributors, LLC and is located in New York, NY. Prior to joining Equitable Distributors, LLC, Geoffrey was registered with AXA Advisors, LLC and Sun Life of Canada (U.S.) Distributors, Inc. Geoffrey holds the Series 6, Series 63, and SIE licenses.

Firm Information

Geoffrey Greene is currently registered with Equitable Distributors, LLC. Equitable Distributors, LLC is a Limited Liability Company formed in 2002. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico. Equitable Distributors, LLC has one arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

312

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Geoffrey Greene’s Registration & Firm History

NY

06/25/2010 - Present

Equitable Distributors, LLC (New York NY)

NY

10/02/2000 - 07/02/2010

AXA ADVISORS, LLC (NEW YORK NY)

MA

07/25/1990 - 08/24/1999

SUN LIFE OF CANADA (U.S.) DISTRIBUTORS, INC. (WELLESLEY HILLS MA)

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Licenses & Designations

BC

Issued 10/15/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Geoffrey Ross Greene.
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