Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl James Greene is an active advisor registered with Raymond James Financial Services Advisors, Inc. in Chattanooga, Tennessee. Carl is a Registered Representative with 22 years of experience in the financial services industry. Carl Greene has passed both the Series 7 and Series 66 exams. Carl is registered with the state of Texas as an Investment Adviser Representative.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TN
02/26/2020 - Present
Raymond James Financial Services Advisors, Inc. (Chattanooga TN)
TN
04/13/2010 - 03/31/2014
WELLS FARGO ADVISORS, LLC (CHATTANOOGA TN)
TN
09/10/2004 - 04/16/2010
SUNTRUST INVESTMENT SERVICES, INC. (CHATTANOOGA TN)
MO
06/19/2002 - 08/27/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 02/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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