Don Greenberg, financial advisor Orlando FL
89 score

Don Greenberg

CRD Number: 6192531
Current Firm: Charles Schwab & Company, Inc.

Don Greenberg (CRD# 6192531) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orlando, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Orlando, FL Jun 2014 - Current 3
Edward Jones St Louis, MO May 2013 - Jun 2014 1
Park Avenue Property Management Orlando, FL Sep 2011 - May 2013 1
Reid Organization Orlando, FL Apr 2011 - Sep 2011 < 1
Park Avenue Property Management Tallahassee, FL Apr 2010 - Mar 2011 < 1
Hollaway Property Management Tallahassee, FL Sep 2007 - Apr 2010 2
Florida State University Tallahassee, FL May 2003 - Dec 2009 6
Booth Companies Tallahassee, FL Jan 2007 - Aug 2007 < 1
Seminole Suites Tallahassee, FL Feb 2005 - Jan 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Don M. Greenberg
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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