Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Greenfield is a financial professional who has been in the industry since October 3, 2017. Currently, Jeffrey is associated with The Leaders Group, Inc. and is located in New York, NY. Jeffrey has been a registered representative with The Leaders Group, Inc. since July 17, 2021. Previously, Jeffrey has also worked for Goldman, Sachs & Co., CS First Boston Corporation, and Morgan Stanley & Co., 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.
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.
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2
NY
07/17/2021 - Present
THE Leaders Group, Inc. (New York NY)
NA
10/29/1990 - 04/12/1994
GOLDMAN, SACHS & CO.
NA
06/16/1989 - 08/16/1989
CS FIRST BOSTON CORPORATION
NA
05/25/1988 - 07/21/1988
MORGAN STANLEY & CO., INCORPORATED
BC
Issued 10/21/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/07/2021
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1991
Series 3 - National Commodity Futures Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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