Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Greene is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Steven is a highly experienced professional with a long and successful history in the financial services industry. Steven has held positions with U.S. Bancorp Investments, Inc., J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Goldman, Sachs & Co., and Banc One Capital Markets, Inc. Steven has a broad range of expertise, and is well-equipped to provide sound financial advice to a variety of clients. Steven Greene's primary office is located in Highland Park, IL.
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
IL
08/07/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HIGHLAND PARK IL)
IL
01/07/2015 - 09/26/2018
U.S. BANCORP INVESTMENTS, INC. (CHICAGO IL)
IL
06/16/2009 - 04/05/2012
J.P. MORGAN SECURITIES LLC (HIGHLAND PARK IL)
NY
04/11/2007 - 07/09/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/14/2004 - 04/27/2006
GOLDMAN, SACHS & CO. (NEW YORK NY)
IL
12/03/2002 - 04/12/2004
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
NY
01/17/2001 - 10/02/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/01/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2003
Series 24 - General Securities Principal Examination
BC
Issued 09/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2001
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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