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Joseph Gerard Green

Wallachbeth Capital LLC

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About Joseph Gerard Green

Joseph Gerard Green is a financial professional registered in multiple states. Joseph holds licenses for Series 3, 7 and 63 exams and has been in the industry since 2006. Joseph is currently employed by Wallachbeth Capital LLC, a company focused on providing financial services. Joseph has previously worked for Market Securities, LLC, Oscar Gruss & Son Incorporated, BGC Financial, L.P., Bay Crest Partners, LLC and Barclays Capital Inc.

Firm Information

Joseph Green is currently registered with Wallachbeth Capital LLC. Wallachbeth Capital LLC is a Limited Liability Company formed in May 2008. The firm is registered in 44 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

44

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Joseph Green’s Registration & Firm History

FL

09/18/2019 - Present

Wallachbeth Capital LLC (BOCA RATON FL)

NY

04/15/2019 - 09/09/2019

MARKET SECURITIES, LLC (NEW YORK NY)

NY

01/03/2018 - 04/01/2019

OSCAR GRUSS & SON INCORPORATED (NEW YORK NY)

NY

05/19/2015 - 12/20/2017

BGC FINANCIAL, L.P. (NEW YORK NY)

NY

09/04/2012 - 05/04/2015

BAY CREST PARTNERS, LLC (NEW YORK NY)

NY

05/08/2006 - 08/24/2012

BARCLAYS CAPITAL INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/24/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/27/2019

Series 3 - National Commodity Futures Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Joseph Gerard Green.
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