Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Henley Green is a financial advisor at Raymond James & Associates, Inc. located in RIDGELAND, MS. Albert has been in the financial industry for over 60 years and has a strong track record of helping clients achieve their financial goals. Albert is a Certified Financial Planner and holds Series 7TO, SIE, Series 5, PC, and Series 1 licenses. Albert has extensive experience in providing investment advice to a variety of clients, including individuals, corporations, and institutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MS
12/09/2011 - Present
Raymond James & Associates, Inc. (RIDGELAND MS)
MS
01/31/1980 - 12/13/2011
UBS FINANCIAL SERVICES INC. (JACKSON MS)
NA
12/29/1970 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
NA
08/23/1962 - 02/08/1971
EQUITABLE SECURITIES MORTON & CO INCORPORATED
BC
Issued 09/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 09/02/1977
PC - AMEX Put and Call Exam
BC
Issued 08/23/1962
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Albert Green is the right advisor for you? Invested Better is here to help.
