Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Greene is a financial professional with over 28 years of experience in the financial services industry. John is a registered representative of Ameriprise Financial Services, LLC. John has a Series 6, 7, 24, 63, and 66 licenses and has held previous roles at firms such as LPL Financial LLC, UnionBanc Investment Services, LLC, and U.S. Bancorp Investments, Inc. John specializes in providing asset allocation services, financial planning, pension consulting, and educational seminars.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
CA
05/16/2022 - Present
Ameriprise Financial Services, LLC (Torrance CA)
CA
10/03/2016 - 08/02/2021
CUSO FINANCIAL SERVICES, L.P. (Inglewood CA)
CA
08/15/2014 - 10/07/2016
LPL FINANCIAL LLC (TORRANCE CA)
CA
07/20/2012 - 08/07/2014
UNIONBANC INVESTMENT SERVICES, LLC (ANAHEIM CA)
CA
01/27/2010 - 03/19/2012
WESCOM FINANCIAL SERVICES (ORANGE CA)
CA
03/01/2006 - 01/27/2010
U.S. BANCORP INVESTMENTS, INC. (ANAHEIM CA)
MO
08/02/2004 - 01/31/2006
FIRST BROKERAGE AMERICA, L.L.C. (CLAYTON MO)
NY
01/20/2004 - 07/13/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
05/03/2001 - 01/16/2004
DUERR FINANCIAL CORPORATION (CHINO HILLS CA)
TX
08/25/1999 - 05/01/2001
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
CA
11/14/1998 - 09/07/1999
CAL FED INVESTMENTS (SACRAMENTO CA)
CA
06/09/1995 - 11/14/1998
GLENFED BROKERAGE SERVICES (GLENDALE CA)
WI
09/15/1993 - 06/27/1995
FIMCO SECURITIES GROUP, INC. (PORT WASHINGTON WI)
VA
07/15/1992 - 08/20/1993
GNA SECURITIES, INC. (GLEN ALLEN VA)
BOTH
Issued 05/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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