Unclaimed
Jeffrey Rhine Greendorfer is a financial professional with over two decades of experience in the industry. Jeffrey has been registered with PFS Investments Inc. since October 2010. Previously, Jeffrey was associated with Sanford C. Bernstein & Co., LLC and Sanford C. Bernstein & Co., INC. Jeffrey is Series 66, 6TO, SIE, 7, and 31 licensed. Jeffrey is currently registered with the states of California, Nevada, and Pennsylvania. Jeffrey specializes in providing investment advice and portfolio management services for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
CA
10/19/2010 - Present
PFS Investments Inc. (SANTA ROSA CA)
CA
12/07/2000 - 11/03/2008
SANFORD C. BERNSTEIN & CO., LLC (SAN FRANCISCO CA)
NY
10/21/1999 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
BOTH
Issued 10/26/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/02/1999
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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