Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lynn Green is a financial advisor with over 30 years of experience. Jeffrey has been registered with the Securities and Exchange Commission since 1985. Jeffrey has a diverse background, having previously worked at Stephens, Wachovia Securities, LLC, and A.G. Edwards & Sons, Inc. Currently, Jeffrey is a registered representative with Benjamin F. Edwards & Company, Inc. Jeffrey is licensed in several states, including Alabama, Arizona, Arkansas, California, Florida, Georgia, Illinois, Michigan, Mississippi, Missouri, New Hampshire, North Carolina, Oklahoma, South Carolina, Tennessee, Texas, and Washington. Jeffrey has experience in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.
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.
1
2
MO
08/04/2017 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
AR
08/15/2008 - 08/09/2017
STEPHENS (JONESBORO AR)
AR
01/01/2008 - 08/28/2008
WACHOVIA SECURITIES, LLC (JONESBORO AR)
AR
02/10/1987 - 01/03/2008
A. G. EDWARDS & SONS, INC. (JONESBORO AR)
NA
04/23/1985 - 10/15/1985
A. G. EDWARDS & SONS, INC.
BC
Issued 05/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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