Justine Greenwald
CRD Number: 3020176Current Firm: Ubs Financial Services Inc.
Compensation Model: Both
Justine Greenwald (CRD# 3020176) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Beachwood, OH and has over 20 years of experience in the finance industry.
Justine holds a Series 7, Series 66 Uniform Combined State Law, Series 24 Compliance and Life Insurance licenses
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs Financial Services Inc. | Pepper Pike, OH | Aug 2023 - Current | < 1 |
| Bank Of America, N.a. | Cleveland, OH | Jun 2020 - Aug 2023 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cleveland, OH | Apr 2020 - Jun 2020 | < 1 |
| Lpl Financial LLC | Beachwood, OH | Mar 2017 - Apr 2020 | 3 |
| Stratos Wealth Partners, Ltd | Beachwood, OH | Feb 2017 - Apr 2020 | 3 |
| Cleveland Indians | Cleveland, OH | Apr 2017 - Oct 2017 | < 1 |
| Jg Investment Advisors, LLC | Cleveland Heights, OH | Jan 2014 - Mar 2017 | 3 |
| Bd Holdings, Inc. | Cleveland, OH | Sep 2001 - Feb 2017 | 15 |
| Northcoast Securities | Beachwood, OH | Mar 1998 - Feb 2017 | 18 |
| Tv 20 Cleveland | Cleveland, OH | Jan 2008 - Jan 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2009 |
- OH
- TX
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Total Assets Under Management702,387MILLIONS
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Total Number of Accounts1,093,486ACCOUNTS
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Average Account Value$642,338
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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