Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Greenberger is a financial advisor currently registered with Citigroup Global Markets Inc. Neil is registered in California as an Investment Advisor Representative. Neil has over 20 years of experience in the financial services industry. Neil previously worked at CITICORP INVESTMENT SERVICES, EVEREN CLEARING LLC, PAINEWEBBER INCORPORATED, CHADWICK SECURITIES, INC., WENTWORTH SECURITIES, INC. and REMINGTON SECURITIES, 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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
06/30/2020 - Present
Citigroup Global Markets Inc. (LOS ANGELES CA)
CA
09/11/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (STUDIO CITY CA)
WI
08/21/1997 - 11/10/1998
EVEREN CLEARING LLC (MILWAUKEE WI)
NJ
01/23/1994 - 02/20/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
CA
12/12/1990 - 06/29/1993
CHADWICK SECURITIES, INC. (ALISO VIEJO CA)
NA
01/04/1990 - 11/28/1990
WENTWORTH SECURITIES, INC.
NA
11/09/1989 - 01/01/1990
REMINGTON SECURITIES, INC.
BOTH
Issued 06/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/20/1993
Series 7 - General Securities Representative Examination
BC
Issued 11/07/1989
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Neil Greenberger is the right advisor for you? Invested Better is here to help.
