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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Greenwald is a financial advisor with over 30 years of experience in the industry. Jeffrey Greenwald has been registered with Ameriprise Financial Services, LLC since 2012. Before that, Jeffrey Greenwald worked for Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Jeffrey Greenwald has a Series 3, 7, and 63 license. Jeffrey Greenwald is registered to provide investment advice in Arkansas, Florida, Georgia, Massachusetts, Minnesota, New Mexico, New York, Pennsylvania, Texas, and Virginia. Jeffrey Greenwald specializes in providing financial advice to individuals, corporations, other businesses, charitable organizations, pension and profit sharing plans, high-net-worth individuals, trusts and estates, and insurance companies.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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2
FL
01/24/2012 - Present
Ameriprise Financial Services, LLC (Boca Raton FL)
FL
06/01/2009 - 01/19/2012
MORGAN STANLEY SMITH BARNEY (BOCA RATON FL)
FL
06/06/1989 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
BC
Issued 02/23/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1989
Series 3 - National Commodity Futures Examination
BC
Issued 02/11/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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