Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Allen Green is an investment advisor representative with Raymond James Financial Services Advisors, Inc., registered in the state of Texas. Green has been in the industry since 1997 and has experience with various financial products and services. Prior to joining Raymond James, Green was employed by BANC OF AMERICA INVESTMENT SERVICES, INC. and MORGAN STANLEY DW INC. Green is also the owner and president of Green Financial Group, which provides investment advisory services. Green is dedicated to providing clients with comprehensive financial solutions, including portfolio management, financial planning, and educational seminars. Green is committed to building lasting relationships with clients and helping them achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (Houston TX)
TX
02/03/2003 - 09/02/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (HOUSTON TX)
NY
04/16/1997 - 02/03/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 05/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/17/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 04/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Green is the right advisor for you? Invested Better is here to help.
