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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Michael Green is an active registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Joseph Michael Green holds a Series 7TO, Series 63 and Series 65 licenses, and is registered in 40 states and the District of Columbia for both Broker-Dealer and Investment Advisory services. Joseph Michael Green has been in the financial services industry since 2021. Joseph Michael Green is registered to provide investment advisory services in Texas and Washington, D.C. Joseph Michael Green has held prior positions at Verizon Wireless, Self Employed and American Councils for International Education.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
DC
03/08/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WASHINGTON DC)
BC
Issued 03/31/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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