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JG

Jill Myra Greenberg

CRD# 1857143·Registered 1989 - 2007
Previously Registered: Being a previously registered professional could mean that Jill is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Jill Myra Greenberg, who also goes by Jill M Greenberg, was a registered financial advisor. Jill was a previously registered financial professional and started their career in finance 1989 - 2007. Jill had worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jill M Greenberg

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

38 years in the financial services industry

Current & Past Employments

FINANCIAL STRATEGY ASSOCIATES, INC.·CRD# 127694
RIA
Needham, MA
June 14, 2004 - August 27, 2007
COMMONWEALTH FINANCIAL NETWORK·CRD# 8032
RIA
Needham, MA
March 26, 2000 - December 31, 2017
COMMONWEALTH FINANCIAL NETWORK·CRD# 8032
BD
Needham, MA
February 16, 1993 - December 31, 2017
ASSET ALLOCATION SECURITIES CORP.·CRD# 25287
BD
Tarrytown, NY
September 12, 1989 - May 18, 1993
ASSET ALLOCATION SECURITIES CORP.·CRD# 3117
BD
July 24, 1989 - September 12, 1989

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Current Firm

No current employment

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1988About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Dec 2017About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 1989About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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JG
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