Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joe? Claim Your ProfileJoe Kipper Green is a financial advisor with Valic Financial Advisors, Inc., Joe has been working in the financial industry since 1997. Joe is registered to provide investment advice in 50 states. Joe's experience spans multiple firms including American General Securities Incorporated, MetLife Securities Inc. and Metropolitan Life Insurance Company. Joe holds a Series 6, Series 7TO, Series 26, and Series 63 license. Joe is also registered with FINRA and the SEC. Joe provides financial planning, portfolio management for individuals and selection of other advisors. Joe has extensive experience in the financial services industry and is dedicated to helping clients reach their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to 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.
A percentage of the total value of assets under management is charged.
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2
TX
12/06/2022 - Present
Valic Financial Advisors, Inc. (HOUSTON TX)
TX
02/15/1999 - 02/26/2015
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
AZ
06/11/1997 - 02/11/1999
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
MA
02/24/1997 - 04/11/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/24/1997 - 04/11/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 11/23/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/31/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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