Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Green is a financial advisor with Raymond James Financial Services Advisors, Inc. David is a registered investment advisor in Indiana, as well as in other states including California, Colorado, Connecticut, Florida, and Georgia. David has been working in the financial industry since 1997, offering financial planning and portfolio management services to individuals, businesses, and institutions. David is a member of Phi Delta Theta and is involved in football officiating.
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
IN
12/09/2020 - Present
Raymond James Financial Services Advisors, Inc. (Carmel IN)
IN
03/12/2010 - 12/09/2020
RAYMOND JAMES & ASSOCIATES, INC. (Carmel IN)
IN
06/01/2009 - 04/08/2010
MORGAN STANLEY SMITH BARNEY (INDIANAPOLIS IN)
IN
02/02/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (INDIANAPOLIS IN)
NY
07/16/1997 - 02/05/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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