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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean-pierre? Claim Your ProfileJean-Pierre Green is a financial advisor in BELLEVUE, WA, and is registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Jean-Pierre has been working in the financial industry since 2002. Jean-Pierre Green has also previously worked for J.P. MORGAN SECURITIES LLC, CITIGROUP GLOBAL MARKETS INC., CITICORP INVESTMENT SERVICES, AXA ADVISORS, LLC, and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Jean-Pierre Green has passed the Series 6, 7, 63, and 65 exams. Jean-Pierre Green is a Registered Representative and Investment Advisor Representative.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
WA
05/04/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BELLEVUE WA)
WA
10/07/2009 - 05/25/2012
J.P. MORGAN SECURITIES LLC (SEATTLE WA)
WA
05/29/2007 - 09/16/2009
CITIGROUP GLOBAL MARKETS INC. (SEATTLE WA)
WA
05/09/2000 - 05/29/2007
CITICORP INVESTMENT SERVICES (SEATTLE WA)
NY
10/29/1998 - 04/13/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
10/29/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 08/23/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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