Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Green is a financial advisor with LPL Financial LLC, based in ENGLEWOOD, CO. Andrew has been in the financial services industry since 2012 and has a wide range of experience in the field. Andrew has a Series 7, Series 66 and Series 6TO license. Andrew's prior experience includes working with GWFS Equities, Inc. and Transamerica Capital, Inc.
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.
Consulting and other non-discretionary advisory services
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
CO
02/15/2021 - Present
LPL Financial LLC (ENGLEWOOD CO)
CO
01/12/2017 - 03/29/2019
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
02/05/2014 - 12/02/2016
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CO
05/14/2012 - 02/21/2014
SECURITIES AMERICA, INC. (ENGLEWOOD CO)
BOTH
Issued 11/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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