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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 Lynn Green is a financial advisor at Osaic Wealth, Inc., based in ST LOUIS PARK, MN. Jeffrey has been in the financial services industry for over 20 years. He is registered with the state of Minnesota and South Dakota as an Investment Advisor Representative (IAR). Jeffrey holds the Series 6, 7, 63, and 65 licenses. He is also a Certified Financial Planner. Jeffrey's previous experience includes positions with Securities America, Inc., The Oak Ridge Financial Services Group, Inc., Wells Fargo Advisors, LLC, H&R Block Financial Advisors, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, and Pruco Securities Corporation.
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.
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2
MN
06/14/2024 - Present
Osaic Wealth, Inc. (ST LOUIS PARK MN)
MN
10/10/2014 - 06/14/2024
SECURITIES AMERICA, INC. (ST LOUIS PARK MN)
MN
10/17/2011 - 10/13/2014
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC. (GOLDEN VALLEY MN)
MN
12/02/2005 - 10/18/2011
WELLS FARGO ADVISORS, LLC (MINNETONKA MN)
MI
01/10/2002 - 12/07/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MN
07/13/2000 - 08/31/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/13/2000 - 08/31/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
08/27/1985 - 09/24/1986
PRUCO SECURITIES CORPORATION
IA
Issued 02/04/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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