Unclaimed Profile

Ross Jeffrey Greenspan

INSIGHT SECURITIES, INC.·HIGHLAND PARK, Illinois

SIE, Series 4, Series 7, Series 24, Series 52, Series 53, Series 57, Series 63, Series 66Clean record9 years registeredINSIGHT SECURITIES, INC.

600 CENTRAL AVE., HIGHLAND PARK, IL 60035CRD# 6551821Firm CRD# 5611

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ross Jeffrey Greenspan · HIGHLAND PARK, IL

Registration

CRD #6551821 · INSIGHT SECURITIES, INC. · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: INSIGHT SECURITIES, INC.

INSIGHT SECURITIES, INC.

Apr 2017 – Jul 2018

Highland Park, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52

Series 53

Series 57

Series 63

Series 66

Registration record

First registered · April 11, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INSIGHT SECURITIES, INC.

CRD 5611 · SEC 801-12999

AUM

$148M

Regulatory assets under management

Employees

62 client accounts

Services offered by INSIGHT SECURITIES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INSIGHT SECURITIES, INC. →

Introduction

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Frequently Asked Questions

What services does Ross Jeffrey Greenspan offer?

Ross Jeffrey Greenspan specializes in Financial Planning, Investment Management, Wealth Management.

What are Ross Jeffrey Greenspan's credentials?

Ross Jeffrey Greenspan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ross Jeffrey Greenspan located?

Ross Jeffrey Greenspan is based in HIGHLAND PARK, Illinois, last registered with INSIGHT SECURITIES, INC..

How does Ross Jeffrey Greenspan charge for services?

Ross Jeffrey Greenspan's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INSIGHT SECURITIES, INC.?

INSIGHT SECURITIES, INC. has approximately 23 employees and manages $148M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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