Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Buchanan Green is a registered investment advisor representative with Ameriprise Financial Services, LLC. Jonathan has been in the industry since July 26, 2022. Jonathan is licensed in California and has passed the Series 66, Series 7TO, and SIE exams. Jonathan works in the Los Angeles office of Ameriprise Financial Services, LLC. The firm has offices nationwide and manages over $479 billion in assets for a wide variety of clients, including individuals, corporations, and institutions. Ameriprise offers a range of services, including financial planning, portfolio management, and educational seminars. Jonathan specializes in providing asset allocation services.
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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CA
12/20/2023 - Present
Ameriprise Financial Services, LLC (LOS ANGELES CA)
BOTH
Issued 12/19/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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