Unclaimed
Fred Artley Green is an investment advisor representative and insurance agent working with Cetera Investment Advisers LLC. Fred has been in the industry since August 1988. Fred is registered in California, Oregon and Washington as a broker and in Washington as an investment advisor. Fred has also worked with Pacific West Securities, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Jackson National Financial Services, Inc., NAP Financial Corporation, and Reliastar Financial Marketing Corp. Fred's business focus is fixed insurance and securities.
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.
A percentage of the total value of assets under management is charged.
1
2
WA
03/21/2024 - Present
Cetera Investment Advisers LLC (KIRKLAND WA)
WA
06/29/2000 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (KIRKLAND WA)
IN
08/13/1993 - 07/26/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/13/1993 - 07/26/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CA
01/15/1993 - 08/24/1993
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
CA
01/02/1991 - 11/19/1992
NAP FINANCIAL CORPORATION (IRVINE CA)
WA
01/12/1988 - 07/18/1990
RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)
IA
Issued 12/02/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1994
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/18/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Fred Green is the right advisor for you? Invested Better is here to help.