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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Green is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Jeffrey has been in the industry since June 8, 1992, and is currently registered in Florida and Pennsylvania. Jeffrey has previously been registered with several other firms including Wells Fargo Clearing Services, LLC, Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc. and Prudential Securities Incorporated. Jeffrey Green has a broad range of experience and expertise in providing financial advice to clients.
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.
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.
Investment consulting services to institutional clients
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.
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2
NJ
04/19/2024 - Present
Wells Fargo Advisors Financial Network, LLC (CHATHAM NJ)
FL
10/19/2012 - 04/19/2024
WELLS FARGO CLEARING SERVICES, LLC (BOCA RATON FL)
PA
06/01/2009 - 11/01/2012
MORGAN STANLEY (WEST CONSHOHOCKEN PA)
PA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WEST CONSHOHOCKEN PA)
PA
05/10/1999 - 04/02/2007
MORGAN STANLEY DW INC. (WEST CONSHOHOCKEN PA)
NY
06/09/1992 - 05/12/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/27/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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