Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mallory? Claim Your ProfileMallory Anne Green is a financial professional who has been in the industry since 2014. Mallory is registered with Northwestern Mutual Investment Services, LLC and is licensed to provide investment advice in 14 states. Mallory has also worked at TD Ameritrade, Inc. Mallory is a Series 7 and Series 63 licensed advisor and also holds the SIE exam.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
TX
10/07/2016 - Present
Northwestern Mutual Investment Services, LLC (DALLAS TX)
TX
04/07/2014 - 08/29/2016
TD AMERITRADE, INC. (FORT WORTH TX)
BC
Issued 04/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mallory Green is the right advisor for you? Invested Better is here to help.
