Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Greif is a financial advisor with Morgan Stanley. Louis has been in the industry since 1994. Louis is registered with FINRA and has licenses in FL, NY, TX. Louis also holds licenses in several other states including California, Connecticut, Delaware, Florida, Illinois, Massachusetts, Michigan, Missouri, Montana, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Puerto Rico, South Carolina, Tennessee, Texas, Utah, Virginia, and Washington. Louis has experience with a wide range of financial services, including asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies. Previously Louis worked for BARCLAYS CAPITAL INC., UBS FINANCIAL SERVICES INC., UBS SECURITIES LLC, SBC WARBURG DILLON READ INC., SBC WARBURG, INC., and S.G. WARBURG & CO. INC.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
08/03/2015 - Present
Morgan Stanley (Aventura FL)
NY
05/01/2013 - 07/16/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
11/18/2003 - 02/07/2013
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
06/29/1998 - 11/25/2003
UBS SECURITIES LLC (NEW YORK NY)
CT
09/02/1997 - 06/29/1998
SBC WARBURG DILLON READ INC. (STAMFORD CT)
NY
06/03/1996 - 09/02/1997
SBC WARBURG, INC. (NEW YORK NY)
NY
04/07/1994 - 06/03/1996
S.G. WARBURG & CO. INC. (NEW YORK NY)
IA
Issued 02/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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