Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chara? Claim Your ProfileChara Nicole Green is a financial advisor with Mutual Advisors, LLC, located in Sweetwater, TX. Chara has been in the industry since 2010 and has worked with firms like LPL Financial LLC, Commonwealth Financial Network, and GWFS Equities, Inc. Chara holds Series 6, 63, and 65 licenses as well as the SIE exam. Chara is a registered Investment Advisor in Texas. Chara specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Chara also offers other investment-related services and operates a personal crafts business.
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.
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 consulting
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.
A percentage of the total value of assets under management is charged.
1
2
TX
08/01/2024 - Present
Mutual Advisors, LLC (Sweetwater TX)
TX
10/15/2021 - 12/20/2023
LPL FINANCIAL LLC (AUSTIN TX)
TX
08/04/2021 - 10/18/2021
COMMONWEALTH FINANCIAL NETWORK (Austin TX)
TX
11/16/2010 - 07/19/2021
GWFS EQUITIES, INC. (AUSTIN TX)
IA
Issued 01/04/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Chara Green is the right advisor for you? Invested Better is here to help.
