Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jameson? Claim Your ProfileJameson Ryan Greenstone is a financial professional with over 20 years of experience in the industry. Jameson Ryan Greenstone is currently registered with Capital Client Group, Inc. Jameson Ryan Greenstone has previously held positions at DWS Investments Distributors, Inc, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., Columbia Management Distributors, Inc., BACAP Distributors, LLC and UBS Financial Services Inc. Jameson Ryan Greenstone holds Series 63, 65, 7, 26 and SIE licenses. Jameson Ryan Greenstone is registered in California as an investment advisor representative and a registered representative. Jameson Ryan Greenstone has experience working with individuals, high-net-worth individuals, insurance companies, investment companies, charitable organizations, other investment advisors, pooled investment vehicles, banking or thrift institutions, business development companies, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
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2
CA
05/09/2014 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
IL
03/04/2010 - 04/23/2014
DWS INVESTMENTS DISTRIBUTORS, INC (CHICAGO IL)
NY
10/23/2009 - 02/18/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
12/15/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEWPORT BEACH CA)
CA
08/20/2005 - 12/31/2008
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (COSTA MESA CA)
NC
11/16/2004 - 08/20/2005
BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)
NJ
03/16/1999 - 06/24/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BC
Issued 03/22/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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