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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Greenleaf is a financial advisor registered with Morgan Stanley. Jeffery has over 15 years of experience in the financial services industry. Jeffery has worked at several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, National Planning Corporation, and United Planners' Financial Services. Jeffery holds Series 7, 24, 63, and 65 licenses and is registered in over 30 states. Jeffery specializes in providing financial planning, portfolio management, asset allocation advice, and pension consulting to individuals, businesses, investment companies, and charitable organizations.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
05/17/2024 - Present
Morgan Stanley (Beverly Hills CA)
CA
05/30/2018 - 07/22/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA MONICA CA)
CA
08/16/2016 - 01/02/2018
NATIONAL PLANNING CORPORATION (El Segundo CA)
CA
09/20/2014 - 04/23/2015
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (CALABASAS CA)
CA
05/17/2012 - 09/03/2014
DFA SECURITIES LLC (SANTA MONICA CA)
NY
07/23/2008 - 07/15/2011
CHURCHILL CAPITAL USA, INC. (NEW YORK NY)
IA
Issued 01/15/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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