Stephen Greenberg (CRD# 2705818) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Weston, FL and has over 24 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Voya Financial Advisors | Weston, FL | Sep 2014 - Current | 9 |
| Financial Educational Sys, Inc. | Weston, FL | Sep 1980 - Current | 43 |
| Stephen H. Greenberg & Assoc. | Weston, FL | Sep 1980 - Current | 43 |
| Stephen H. Greenberg (self -employed) | Fort Lauderdale, FL | Nov 1979 - Current | 44 |
| Ing Financial Partners, Inc. | Weston, FL | Dec 2010 - Sep 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management2,685MILLIONS
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Total Number of Accounts13,923ACCOUNTS
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Average Account Value$192,831
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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