Unclaimed
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 registered Investment Advisor Representative with Orba Wealth Advisors, LLC, a firm based in Chicago, IL. Jeffrey has been a Registered Investment Advisor since December 2023. Jeffrey has been in the industry since June 2014 and has a background in accounting. Jeffrey specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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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IL
07/29/2024 - Present
Orba Wealth Advisors, LLC (CHICAGO IL)
IA
Issued 12/04/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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