Unclaimed
Walter Greene is a financial advisor at Nylife Securities LLC. Walter has been a financial advisor for over 10 years, holding both Series 66 and Series 7 licenses. Walter has previously worked at Emerson Equity LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Walter is currently registered with the state of New Jersey.
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.
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.
1
2
NY
12/23/2020 - Present
Nylife Securities LLC (NEW YORK NY)
CA
02/10/2019 - 12/08/2020
EMERSON EQUITY LLC (SAN MATEO CA)
NJ
06/04/2012 - 07/25/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 12/19/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/09/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Walter Greene is the right advisor for you? Invested Better is here to help.