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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fred? Claim Your ProfileFred Artley Green is an active investment advisor representative with Cetera Investment Advisers LLC in Kirkland, WA. Fred has been in the securities industry for over 35 years. Fred also holds registrations in Oregon, California, and Washington. Fred is licensed to sell fixed insurance and securities through Green Financial and is a SVP and agent with Hefferman Insurance Brokers. Fred has also been a licensed insurance agent since 1986. Fred Artley Green is a seasoned professional with extensive experience in the financial industry.
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.
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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 12/2/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/10/1999
Series 7 - General Securities Representative Examination
BC
Issued 7/13/1994
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 3/18/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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