Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jimmey? Claim Your ProfileJimmey Earl Green is a financial advisor with over 30 years of experience in the industry. Jimmey is currently registered with Osaic Wealth, Inc., and is licensed to provide financial advice in 17 states. Jimmey has held previous positions at Sagepoint Financial, Inc., MML Investors Services, LLC, MSI Financial Services, Inc., Metropolitan Life Insurance Company, and Allmerica Investments, Inc. Jimmey provides a variety of financial services, including financial planning, portfolio management, and selection of other advisers. Jimmey's expertise spans various financial products, as evidenced by his experience with investment companies, variable contracts, commodities, and general securities.
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
FL
09/01/2023 - Present
Osaic Wealth, Inc. (FORT LAUDERDALE FL)
FL
11/02/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FORT LAUDERDALE FL)
FL
03/25/2017 - 11/03/2017
MML INVESTORS SERVICES, LLC (PLANTATION FL)
FL
01/15/2003 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PLANTATION FL)
FL
01/15/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (PLANTATION FL)
MA
12/21/1989 - 01/09/2003
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 10/12/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/20/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/14/1988
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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