Unclaimed
Chad Green is a registered representative with Fidelity Brokerage Services LLC, having joined the firm in August 2011. Chad is licensed in Utah, Texas and Massachusetts. Chad's experience in the industry spans over 11 years. Chad holds the Series 7, Series 9, Series 10 and Series 63 licenses. Chad also holds the Securities Industry Essentials (SIE) examination.
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.
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.
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2
UT
08/01/2011 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
BC
Issued 08/06/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/26/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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