Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Philip Green is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Brad has been in the industry since 1986. Brad has a broad range of experience in the financial services industry, having worked at several firms before joining Merrill Lynch. Brad is licensed in several states including New Jersey, New York, Texas, and Utah. Brad is also a registered investment advisor, providing services to clients in a variety of areas. Brad's primary focus is providing financial advice and investment management services to individuals and businesses.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
01/20/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GARDEN CITY NY)
NY
05/12/2006 - 06/12/2015
UBS FINANCIAL SERVICES INC. (UNIONDALE NY)
NY
09/21/1994 - 05/19/2006
MORGAN STANLEY DW INC. (GARDEN CITY NY)
NJ
06/23/1989 - 09/28/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
05/15/1986 - 07/20/1989
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
04/10/1986 - 07/09/1986
TEICHBERG, LOEB, WAXMAN, RABINOWITZ, INC.
IA
Issued 04/16/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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