Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Green is an experienced financial advisor with over 10 years of experience in the industry. He has worked with various financial institutions, including Wells Fargo Investments, LLC, LPL Financial LLC, and AE Wealth Management, LLC. Jeremy is a Certified Financial Planner and holds the Series 63, Series 66, and Series 7 licenses. He is registered as an Investment Advisor Representative with AE Wealth Management, LLC and is a Director of Advisors Excel. Jeremy provides investment advice for a fee and offers wealth management services.
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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MN
09/26/2022 - Present
AE Wealth Management, LLC (Edina MN)
KS
09/26/2022 - 03/30/2023
AE FINANCIAL SERVICES, LLC (TOPEKA KS)
NC
07/12/2021 - 09/16/2022
AMERICAN GLOBAL WEALTH MANAGEMENT, INC. (Cornelius NC)
CO
06/15/2020 - 06/24/2021
THE LEADERS GROUP, INC. (LITTLETON CO)
MN
04/27/2018 - 02/01/2019
LPL FINANCIAL LLC (MINNETONKA MN)
MN
03/25/2017 - 10/19/2017
MML INVESTORS SERVICES, LLC (MINNETONKA MN)
MN
12/01/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MINNETONKA MN)
MN
11/21/2013 - 08/05/2014
M HOLDINGS SECURITIES, INC. (BLOOMINGTON MN)
MN
06/05/2007 - 07/11/2007
FARMERS FINANCIAL SOLUTIONS, LLC (BLOOMINGTON MN)
MN
07/28/2005 - 01/06/2006
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
OR
06/15/2004 - 06/08/2005
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
CO
03/24/2004 - 05/28/2004
TRANSAMERICA CAPITAL, INC. (DENVER CO)
FL
05/23/2002 - 03/26/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MN
09/11/2000 - 05/11/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/11/2000 - 05/11/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 12/09/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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