Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Green has been an active financial professional since 1993, with experience at several firms. Christopher is currently registered with UBS Financial Services Inc., a leading financial institution, and holds Series 7, 63, and 65 licenses. Christopher specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Christopher is dedicated to providing clients with the best possible financial advice and support.
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.
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.
See schedule d - miscellaneous
1
2
TX
10/06/1998 - Present
UBS Financial Services Inc. (HOUSTON TX)
TX
07/12/1996 - 10/09/1998
AMHERST SECURITIES GROUP, INC. (AUSTIN TX)
NC
01/31/1995 - 07/16/1996
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
TX
08/23/1993 - 02/09/1995
WESTCAP SECURITIES, L.P. (HOUSTON TX)
NA
08/23/1993 - 08/24/1994
WESTCAP GOVERNMENT SECURITIES, INC.
IA
Issued 02/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1993
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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