Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Green is a financial advisor with UBS Financial Services Inc., registered in the states of Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Virginia, and West Virginia. Matthew Green is an active Investment Advisor Representative and Broker/Dealer Representative. He is also a registered principal with UBS Financial Services Inc. and has the Series 63, 65, 7, 8, 9, 10, and SIE licenses. Matthew Green has been in the industry since 1995. He specializes in financial planning, portfolio management, and retirement planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
IN
08/29/2013 - Present
UBS Financial Services Inc. (INDIANAPOLIS IN)
IN
11/17/2010 - 06/21/2013
J.P. MORGAN SECURITIES LLC (INDIANAPOLIS IN)
IN
01/04/2010 - 11/08/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
IN
03/16/2007 - 01/06/2010
WELLS FARGO ADVISORS, LLC (INDIANAPOLIS IN)
TN
04/12/2005 - 03/08/2007
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NASHVILLE TN)
NY
09/18/2001 - 04/26/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/20/1998 - 08/29/2001
GOLDMAN, SACHS & CO. (NEW YORK NY)
MI
08/24/1994 - 09/03/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 04/11/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/13/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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