Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Green has been a financial professional since 1997, and is currently registered as a broker-dealer and investment advisor with Raymond James & Associates, Inc. Keith has experience in both the broker-dealer and investment advisor industries and has held registrations with Morgan Stanley and Citigroup Global Markets Inc. Keith is a Certified Financial Planner and is registered in over 30 states and territories.
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.
Please see note in schedule d - miscellaneous
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
AK
04/05/2024 - Present
Raymond James & Associates, Inc. (Anchorage AK)
AK
06/01/2009 - 03/26/2024
MORGAN STANLEY (ANCHORAGE AK)
AK
05/14/1997 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ANCHORAGE AK)
IA
Issued 04/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/02/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 03/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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