Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Aaron Green is a financial advisor registered with Cetera Investment Advisers LLC. Joshua Green has been in the financial services industry since 2009. Joshua Green works in the New Port Richey, Florida office of Cetera Investment Advisers LLC. Joshua Green has a strong track record of success helping clients achieve their financial goals.
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.
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
FL
01/18/2023 - Present
Cetera Investment Advisers LLC (NEW PORT RICHEY FL)
FL
04/14/2014 - 08/29/2017
BB&T INVESTMENT SERVICES, INC. (NEW PORT RICHEY FL)
FL
08/21/2013 - 05/16/2014
SUNTRUST INVESTMENT SERVICES, INC. (SPRING HILL FL)
FL
01/07/2013 - 06/25/2013
WELLS FARGO ADVISORS, LLC (TRINITY FL)
FL
07/27/2010 - 09/26/2011
WELLS FARGO ADVISORS, LLC (PORT RICHEY FL)
FL
02/05/2010 - 04/16/2010
FIFTH THIRD SECURITIES, INC. (LUTZ FL)
FL
11/14/2005 - 07/03/2008
WAMU INVESTMENTS, INC. (SPRING HILL FL)
FL
07/18/2005 - 09/16/2005
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BOTH
Issued 9/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/26/2010
Series 7 - General Securities Representative Examination
BC
Issued 7/15/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Joshua Green is the right advisor for you? Invested Better is here to help.
