Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Green is a financial advisor with Truist Advisory Services, Inc. Michael has over 20 years of experience in the financial services industry. Michael is licensed to offer investment advice and sell securities in Alabama, Florida, Georgia, Illinois, Louisiana, Maryland, New Jersey, New York, Pennsylvania, South Carolina, and Texas. Michael is a Registered Representative and Investment Advisor Representative and holds a Series 66, Series 7 and SIE license. Michael also holds a Bachelor of Science in Business Administration from the University of Alabama. Michael is committed to providing his clients with personalized financial advice and guidance.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
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2
GA
08/30/2016 - Present
Truist Advisory Services, Inc. (MCDONOUGH GA)
GA
06/24/2008 - 02/08/2013
WELLS FARGO ADVISORS, LLC (HAPEVILLE GA)
GA
02/15/2005 - 04/21/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (PEACHTREE CITY GA)
IL
10/08/2003 - 12/31/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NJ
10/09/2001 - 03/18/2003
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
NY
05/11/2000 - 07/24/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/16/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/5/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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