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 over 20 years of experience in the industry. Michael currently works at BNY Mellon Securities Corporation, where Michael is a registered representative. Prior to joining BNY Mellon Securities Corporation, Michael was with American Century Investment Services Inc. in Kansas City, MO. Michael has a wide range of experience and is registered to provide investment advice in 52 states. Michael is also a registered Investment Advisor in Ohio and Pennsylvania. Michael is committed to providing high-quality financial advice to clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
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2
NY
09/25/2014 - Present
BNY Mellon Securities Corp. (New York NY)
MO
10/08/2008 - 06/23/2014
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
OH
05/04/2006 - 02/27/2007
W&S BROKERAGE SERVICES, INC. (CINCINNATI OH)
OH
04/16/2004 - 06/30/2005
FIRSTMERIT SECURITIES, INC. (AKRON OH)
OH
02/13/2004 - 04/16/2004
VALMARK SECURITIES, INC. (AKRON OH)
OH
05/25/2000 - 01/21/2004
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
03/25/1999 - 05/22/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 9/25/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 4/28/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/16/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/6/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 3/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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