Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kevin Green is a financial professional with over 20 years of experience in the industry. Michael is currently a registered representative and investment advisor representative with BNY Mellon Securities Corp. Michael has held previous roles with AMERICAN CENTURY INVESTMENT SERVICES INC., W&S BROKERAGE SERVICES, INC., FIRSTMERIT SECURITIES, INC., VALMARK SECURITIES, INC. and MCDONALD INVESTMENTS INC. Michael holds a Series 65, Series 66, Series 7, Series 24 and Series 31 license and is registered with the Financial Industry Regulatory Authority (FINRA). Michael specializes in providing portfolio management services to both individuals and businesses.
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 09/25/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/28/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 03/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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