Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jimmy? Claim Your ProfileJimmy Dale Greene is a registered investment advisor with LPL Financial LLC, an independent broker-dealer, and a registered investment advisor with the state of Florida. Jimmy has been in the industry since 2001 and has held previous positions with Cetera Advisors LLC, Ameritas Investment Corp., USAllianz Securities, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Jimmy provides financial planning, portfolio management for businesses and individuals, and pension consulting. Jimmy's office is located in Altamonte Springs, FL.
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.
Consulting and other non-discretionary advisory services
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.
1
2
FL
12/18/2019 - Present
LPL Financial LLC (ALTAMONTE SPRINGS FL)
FL
07/17/2015 - 12/19/2019
CETERA ADVISORS LLC (MAITLAND FL)
FL
11/07/2002 - 08/13/2015
AMERITAS INVESTMENT CORP. (ALTAMONTE SPRINGS FL)
MN
06/22/2001 - 11/13/2002
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
MN
08/21/2000 - 10/19/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/21/2000 - 10/19/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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