Jack Greening
Financial Advisor at Merrill Lynch
Based in Oakland, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Oakland
Industry
Financial Services
Company size
35K
Contact information
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j•••••••@ml.com
Phone
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Background
About Jack Greening
I strive to optimize my clients' financial portfolios by minimizing acceptable risks and maximizing efficiency. Focusing on retirement and legacy planning for individuals and families, I place my clients at the center of the financial planning process. I aim to deliver top-notch service by utilizing all of the resources of Merrill. I hold an active Series 7 and 66 FINRA registrations.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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