Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Green is a financial advisor with over 20 years of experience in the industry. Jeffrey is currently registered with Ameritas Advisory Services, LLC, and holds a Series 6, 7, and 66 license, as well as the SIE exam. Jeffrey has been affiliated with Ameritas Advisory Services, LLC since 2021 and has also worked for Ameritas Investment Company, LLC, Ameritas Life Insurance Corp, and Estate & Business Planning Group. Jeffrey offers a variety of financial services, including financial planning, portfolio management, and pension consulting. Jeffrey also offers educational seminars to help clients understand their financial options. Jeffrey is dedicated to helping his clients reach their financial goals and is committed to providing them with personalized service.
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.
Solicitor fees
1
2
FL
07/15/2023 - Present
Ameritas Advisory Services, LLC (Altamonte Springs FL)
DE
02/15/2001 - 01/08/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MA
04/08/1998 - 02/21/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 06/25/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/07/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Green is the right advisor for you? Invested Better is here to help.
