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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerron? Claim Your ProfileJerron Denard Green is a financial advisor who has been in the industry since 1996. Jerron is registered with Wells Fargo Clearing Services, LLC and holds a Series 65, Series 63, Series 7, Series 31, and Series 9, Series 10 securities license. Jerron is also a Certified Financial Planner. Jerron has previous experience with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jerron is registered with the following states: Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Kentucky, Louisiana, Maine, Massachusetts, Mississippi, Missouri, New Mexico, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and West Virginia.
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
LA
11/12/2018 - Present
Wells Fargo Clearing Services, LLC (METAIRIE LA)
GA
09/11/1996 - 11/13/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALPHARETTA GA)
IA
Issued 09/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/07/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/10/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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