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 is an advisor with LPL Financial LLC in STERLING HEIGHTS, MI. Keith has been in the industry since 1990 and has worked with several firms, including WS Griffith Securities, Inc., Equitas America, LLC, and Mariner Financial Services, Inc. Keith holds the Series 7, Series 24, Series 63, and Series 66 licenses. Keith specializes in working with high-net-worth individuals, corporations, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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.
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2
MI
10/22/2010 - Present
LPL Financial LLC (STERLING HEIGHTS MI)
CT
01/28/1999 - 05/26/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
MI
05/20/1996 - 12/31/1998
EQUITAS AMERICA, LLC (FARMINGTON HILLS MI)
FL
07/23/1991 - 05/09/1996
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
NA
05/31/1988 - 08/14/1989
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
BOTH
Issued 08/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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