Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Michael Greenwood is a financial professional with over 20 years of experience in the securities industry. Jeff has a strong background in providing financial advice and portfolio management services. Jeff is currently registered with Charles Schwab & CO., Inc. as a Registered Representative and an Investment Advisor Representative. Jeff's previous experience includes roles at OPTIONSXPRESS, INC. and DAIN RAUSCHER INCORPORATED.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
06/19/2017 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
04/04/2012 - 11/15/2017
OPTIONSXPRESS, INC. (Lone Tree CO)
NY
11/12/1999 - 12/22/1999
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
BOTH
Issued 06/19/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2016
Series 4 - Registered Options Principal Examination
BC
Issued 02/07/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/23/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/01/2022
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2015
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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