Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Greenstone is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been in the securities industry since 1980. Michael is registered to provide investment advice in Florida, New Jersey and Texas. Michael previously worked for Morgan Stanley, Morgan Stanley & Co. Incorporated, UBS Financial Services Inc., Prudential Securities Incorporated, Smith Barney, Harris Upham & Co., Incorporated, Drexel Burnham Lambert Incorporated and Riviere Securities Corporation.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
03/20/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PALM BEACH FL)
FL
06/01/2009 - 03/20/2017
MORGAN STANLEY (Palm Beach FL)
NJ
02/13/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RIDGEWOOD NJ)
NJ
11/06/1992 - 03/03/2009
UBS FINANCIAL SERVICES INC. (PARAMUS NJ)
NY
03/01/1990 - 11/12/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/22/1989 - 03/08/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
06/18/1984 - 05/22/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
06/02/1980 - 06/18/1984
RIVIERE SECURITIES CORPORATION
IA
Issued 01/25/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/1983
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 05/17/1980
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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