Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justine? Claim Your ProfileJustine Greenwald is a financial advisor at UBS Financial Services Inc. Justine has been in the financial services industry since 1998. She has a strong background in providing financial advice to individuals, families, and businesses. Justine specializes in financial planning, portfolio management and investment advice. Justine holds the Series 66, 24, and 7 licenses. She also holds a SIE exam license. Justine previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and LPL Financial LLC.
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.
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.
See schedule d - miscellaneous
1
2
OH
08/04/2023 - Present
UBS Financial Services Inc. (PEPPER PIKE OH)
OH
04/27/2020 - 08/07/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PEPPER PIKE OH)
OH
03/17/2017 - 04/28/2020
LPL FINANCIAL LLC (BEACHWOOD OH)
OH
09/24/2001 - 02/26/2017
AMERICA NORTHCOAST SECURITIES, INC. (CLEVELAND OH)
OH
03/19/1998 - 09/17/2001
FIFTH THIRD/MAXUS SECURITIES INC (CLEVELAND OH)
BOTH
Issued 12/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Justine Greenwald is the right advisor for you? Invested Better is here to help.
