Ted J. Greene
Professional summary
Being a previously registered professional could mean that this person 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.
Ted Joseph Greene, who also goes by Ted J Greene, Theodore J. Greene, was a registered financial professional .
Ted is a previously registered financial professional and started their career in finance in 1993. Ted had worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 12, 2012 - October 1, 2018
INGENUITY STREET INVESTING, LLC
November 13, 2008 - February 11, 2011
UBS FINANCIAL SERVICES INC.
November 13, 2008 - February 11, 2011
UBS FINANCIAL SERVICES INC.
January 24, 1994 - November 15, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 6, 1993 - November 15, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
INGENUITY STREET INVESTING, LLC
CRD#: 164287 / SEC#:
Contact information
Red Flags
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.
