Dina Greene (CRD# 5859623) is an Investment Advisor Representative working at Morgan Stanley in Jericho, NY and has over 13 years of experience in the finance industry.
CRD# 6826987
J.p. Morgan Securities LLC
CRD# 1358227
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6555058
Morgan Stanley
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | Jericho, NY | Apr 2022 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jericho, NY | Sep 2016 - Apr 2022 | 5 |
| Wells Fargo Advisors LLC | Garten City, NY | Oct 2010 - Sep 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2011 |
| S65 | NASAA Investment Advisors Law Examination | May 2011 |
- NY
- TX
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Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, 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, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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