Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Greene is a registered investment advisor representative with over 38 years of experience in the financial services industry. Jonathan is currently registered with A.g.p. / Alliance Global Partners and Maxim Financial Advisors LLC. Jonathan's previous experience includes roles at Wunderlich Securities, Inc., Dominick & Dominick LLC, Oppenheimer & Co. Inc., Prime Charter LTD., Bluestone Capital Partners, L.P., T.R. Winston & Company, Inc., A.S. Goldmen & Co., Inc., Lehman Brothers Inc., D.B.G. Equities Corporation and Island Planning Corp. of America. Jonathan has passed the Series 63, 65, 24, SIE, 3, 7, 2, and 22 exams.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Sub-adviser of pooled investment vehicle charges a performance f
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2
NY
01/29/2025 - Present
A.g.p. / Alliance Global Partners (New York NY)
NY
01/21/2015 - 08/15/2016
WUNDERLICH SECURITIES, INC. (New York NY)
NY
02/23/2009 - 01/28/2015
DOMINICK & DOMINICK LLC (NEW YORK NY)
NY
01/02/2002 - 02/25/2009
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
08/13/1997 - 01/02/2002
PRIME CHARTER LTD. (NEW YORK NY)
NY
03/11/1996 - 08/13/1997
BLUESTONE CAPITAL PARTNERS, L.P. (NEW YORK NY)
NJ
04/26/1993 - 03/19/1996
T.R. WINSTON & COMPANY, INC. (BEDMINSTER NJ)
NJ
08/28/1992 - 04/12/1993
A.S. GOLDMEN & CO., INC. (RED BANK NJ)
NY
03/31/1987 - 08/21/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/10/1986 - 11/21/1986
D.B.G. EQUITIES CORPORATION
NA
03/03/1983 - 03/11/1985
ISLAND PLANNING CORP. OF AMERICA
IA
Issued 12/12/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/1987
Series 3 - National Commodity Futures Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1984
Series 2 - Non-Member General Securities Examination
BC
Issued 03/02/1983
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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