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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Kirk Green is an investment advisor representative with Fidelity Personal AND Workplace Advisors in BOSTON, MA. Jon Kirk Green has been in the industry since October 23, 2008 and has a Series 6, 7, 63 and 66 license. Jon Kirk Green's previous employers include WELLS FARGO ADVISORS, LLC, E*TRADE SECURITIES LLC and FIDELITY BROKERAGE SERVICES LLC. Jon Kirk Green offers advisory services to high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans and individuals other than high-net-worth.
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.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
UT
01/11/2011 - 03/07/2012
WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)
UT
05/13/2009 - 01/05/2011
E*TRADE SECURITIES LLC (SANDY UT)
UT
11/20/2008 - 02/10/2009
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
GA
10/18/2007 - 04/17/2008
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 05/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/17/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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