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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ilise? Claim Your ProfileIlise Greenstein is an Investment Advisor Representative at Merrill Lynch, Pierce, Fenner & Smith Inc.. Ilise Greenstein is currently registered with FINRA as a registered representative, and is also licensed to provide investment advice in the state of Louisiana. Previously, Ilise Greenstein was registered with Raymond James & Associates, Inc. Ilise Greenstein is a Registered Representative with experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, insurance companies, and state or municipal government entities. Ilise Greenstein's firm is Merrill Lynch, Pierce, Fenner & Smith Inc., and the firm's main office is located in New York, NY.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
LA
11/25/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW ORLEANS LA)
LA
01/17/2018 - 11/11/2019
RAYMOND JAMES & ASSOCIATES, INC. (NEW ORLEANS LA)
LA
07/05/2016 - 01/02/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (METAIRIE LA)
BOTH
Issued 03/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/13/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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