Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Andrew Greenberg is a financial advisor at M Holdings Securities, Inc. Scott has been in the financial industry since 1986 and has a Series 6, Series 63, and Series 65 licenses. Scott is registered with the District of Columbia, Georgia, Maryland, Massachusetts, Montana, Oregon, South Carolina, Utah, and Virginia. Scott is a member of the DC Family Business Forum and has been a wine columnist for a local newspaper. Scott is also a partner at Freedman Risk Management, LLC and is a member of the Gateway Reserve Insurance Network. Scott's specializations include individual retirement planning, financial planning, and retirement plans. Scott provides financial advisory services to individuals, high-net-worth individuals, businesses, pension plans, and corporations. Scott is a partner at Freedman Risk Management, LLC and a member of the Gateway Reserve Insurance Network. Scott is a dedicated advisor who works to help individuals and families 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.
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.
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2
MD
12/21/2023 - Present
M Holdings Securities, Inc. (BETHESDA MD)
MA
07/07/1986 - 09/14/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 04/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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