Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marshall? Claim Your ProfileMarshall Greenbaum is an investment advisor representative at AllianceBernstein LP. Marshall has been in the industry for over 17 years and is registered in Connecticut and New York. Marshall holds the Series 7 and Series 63 licenses. Marshall has experience working with a variety of clients including insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisers, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities, and sovereign wealth funds and foreign official institutions. Prior to joining AllianceBernstein LP, Marshall worked at Anchorpath Financial, LLC and Swiss Re Capital Markets Corporation. Marshall is a Chartered Financial Analyst.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
1
2
NY
08/24/2021 - Present
Alliancebernstein LP (NEW YORK NY)
NY
04/27/2007 - 03/18/2009
SWISS RE CAPITAL MARKETS CORPORATION (NEW YORK NY)
NY
05/13/2005 - 04/03/2007
SG AMERICAS SECURITIES, LLC (NEW YORK NY)
BC
Issued 08/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Marshall Greenbaum is the right advisor for you? Invested Better is here to help.
