Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Milton? Claim Your ProfileMilton Greenberg is a financial advisor with Raymond James Financial Services Advisors, Inc. Milton has been in the industry since 2000 and is registered with FINRA, and the state of California. Milton has a strong background in financial planning, portfolio management, and insurance. Milton is committed to providing personalized service and helping clients reach their financial goals.
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
CA
11/02/2016 - Present
Raymond James Financial Services Advisors, Inc. (Woodland Hills CA)
CA
11/25/2013 - 10/27/2016
D.A. DAVIDSON & CO. (LOS ANGELES CA)
CA
11/04/2013 - 11/25/2013
CROWELL WEEDON & CO. (LOS ANGELES CA)
CA
10/03/2005 - 11/04/2013
CROWELL, WEEDON & CO. (LOS ANGELES CA)
NE
12/21/2000 - 02/14/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 04/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/08/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/30/2004
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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