Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Malcolm? Claim Your ProfileMalcolm Whelen Greenough is a financial advisor with over 40 years of experience in the industry. Malcolm is a registered representative with Raymond James Financial Services Advisors, Inc., located in Rochelle Park, New Jersey. Malcolm's previous experience includes positions at Wachovia Securities, LLC, A. G. Edwards & Sons, Inc., Smith Barney, Harris Upham & Co., Incorporated, and Drexel Burnham Lambert Incorporated. Malcolm has a wide range of experience in providing financial advice, including portfolio management, financial planning, pension consulting, and educational seminars. Malcolm is also a director of Ascendia Bank and an independent contractor for Axia Financial Advisors.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NJ
01/24/2019 - Present
Raymond James Financial Services Advisors, Inc. (ROCHELLE PARK NJ)
NJ
01/01/2008 - 01/25/2008
WACHOVIA SECURITIES, LLC (ORADELL NJ)
NJ
10/16/1990 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ORADELL NJ)
NY
01/27/1989 - 10/24/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
05/21/1982 - 02/08/1989
DREXEL BURNHAM LAMBERT INCORPORATED
BC
Issued 4/13/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/24/1982
Series 5 - Interest Rate Options Examination
BC
Issued 5/15/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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