Unclaimed
Minna Marjaana Green is a registered investment advisor representative with Mustard Seed Wealth Management, based in Magnolia, AR. Minna has been with Mustard Seed Wealth Management since August 2014. Minna holds a Series 63 and Series 65 license and specializes in financial planning, portfolio management for individuals and educational seminars. Prior to joining Mustard Seed Wealth Management, Minna was with INVESTMENT PROFESSIONALS, INC. in San Antonio, TX from 1998 to 2000. Minna has a total of 1617 accounts under management, with $364,014,879 in regulatory assets.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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AR
01/04/2017 - Present
Mustard Seed Wealth Management (MAGNOLIA AR)
TX
11/19/1998 - 01/25/2000
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
IA
Issued 10/06/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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