Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart Edwards Greenfield is an Investment Advisor Representative with Greenfield Seitz Capital Management, LLC, where has been employed since September of 2009. Stuart Greenfield has been working in the financial services industry since June 1999. Stuart Greenfield holds a Series 7, 63, and 65 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
11/09/2009 - Present
Greenfield Seitz Capital Management, LLC (DALLAS TX)
TX
03/24/2005 - 09/17/2009
RAYMOND JAMES & ASSOCIATES, INC. (DALLAS TX)
NY
06/19/2002 - 03/29/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/08/2000 - 03/23/2001
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NJ
04/07/1999 - 03/21/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
IA
Issued 06/27/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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