Gregg Kleinman, CFP®

Certified Financial Planner at Global Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
Fort Lauderdale, Florida, United States, US

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Credentials

  • Certified Financial Planner
    -
    May, 2016
    - Oct, 2024

Experience

  • Global Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Certified Financial Planner
      • Apr 2022 - Present
  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President, Portfolio Management Associate Director, Consulting Group Analyst
      • Dec 2006 - Apr 2022

      © 2020 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html For more information on the designation(s), go to https://fa.morganstanley.com/kaufmankatzgroup/ Show less

  • Oppenheimer & Co. Inc.
    • Financial Services
    • 700 & Above Employee
    • Registered Representative
      • Feb 2004 - Apr 2005

Education

  • University of Central Florida
    Master's degree
    2002 - 2003
  • University of Central Florida
    Bachelor's degree
    1998 - 2002

Community

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