Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ray? Claim Your ProfileRay S. Greenberg is an active financial professional with over 40 years of experience in the financial services industry. Ray is currently registered with Concourse Financial Group Securities, Inc. and has held previous registrations with several other firms. Ray's primary focus is to provide investment advice and financial planning services to a wide range of clients, including individuals, families, corporations, and charitable organizations. Ray is a Certified Financial Planner™ and holds several professional licenses and designations.
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.
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
PA
02/02/2006 - Present
Concourse Financial Group Securities, Inc. (Holland PA)
NY
09/10/1999 - 01/02/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
CT
04/08/1998 - 09/02/1999
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
GA
01/01/1996 - 03/27/1998
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
11/11/1991 - 01/01/1996
WEALTH BUILDERS EQUITY CORPORATION
NY
11/11/1986 - 02/12/1991
USLIFE EQUITY SALES CORP. (NEW YORK NY)
NA
09/08/1982 - 11/07/1984
BNL SECURITIES INC.
NA
05/04/1978 - 12/02/1982
INDEPENDENT FINANCIAL PLANNERS CORPORATION
NA
05/08/1969 - 05/17/1976
CONTINENTAL SECURITIES CORPORATION
BC
Issued 09/20/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 04/14/1969
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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