Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Fredrick Green is an investment advisor representative who has been in the industry since 2022. James is currently registered with Vanguard Advisers, Inc. and is actively licensed in 53 states and the District of Columbia. James holds the Series 7, Series 66, and SIE securities licenses. James previously worked at Equitable Advisors, LLC. Prior to this, James was employed with Widener University and Abington Friends School.
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.
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
PA
01/07/2025 - Present
Vanguard Advisers, Inc. (MALVERN PA)
PA
09/16/2022 - 05/01/2023
EQUITABLE ADVISORS, LLC (BALA CYNWYD PA)
BOTH
Issued 01/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure James Green is the right advisor for you? Invested Better is here to help.
