Joel Greenberg, financial advisor North Bethesda MD

Joel Greenberg

CRD Number: 5881957
Current Firm: Prudential Financial Planning Services

Joel Greenberg (CRD# 5881957) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Bethesda, MD and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Pruco Securities, LLC North Bethesda, MD Jun 2014 - Current 9
Prudential Insurance Company Of America North Bethesda, MD Jun 2014 - Current 9
Lifetime Financial Strategies Bethesda, MD Jun 2013 - May 2014 < 1
Eagle Strategies LLC Bethesda, MD Apr 2013 - May 2014 1
Nylife Securities LLC Bethesda, MD Dec 2012 - May 2014 1
New York Life Insurance Co Bethesda, MD Oct 2012 - May 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for Joel M. Greenberg
Phone Number: 800-235-7637
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    14,029
    MILLIONS
  • Total Number of Accounts
    106,737
    ACCOUNTS
  • Average Account Value
    $131,438
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, 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, VT, WA, WI, WV, WY

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