Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Brent Green is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., where he has been employed since October 2009. Justin has been in the financial industry since August 19, 2002. Prior to his current position, Justin worked at BANC OF AMERICA INVESTMENT SERVICES, INC., American Express Financial Advisors Inc. and IDS LIFE INSURANCE COMPANY. Justin is registered in 19 states for both broker-dealer and investment advisor activity. Justin holds Series 66, SIE and Series 7 licenses. Justin specializes in portfolio management for individuals and businesses, pension consulting, and selection of other advisors.
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
CA
02/27/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PLEASANTON CA)
CA
09/03/2002 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PLEASANTON CA)
MN
05/23/2002 - 06/06/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/23/2002 - 06/06/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/09/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2002
Series 7 - General Securities Representative 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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