Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nellie? Claim Your ProfileNellie Kathleen Green is a registered representative with LPL Financial LLC. Nellie has been in the securities industry since July 10, 2002. Nellie is registered in Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Missouri, Oklahoma, and Texas. Nellie is also licensed to provide investment advice in Oklahoma and Texas. Nellie is an active member of the securities industry, holding licenses for securities and investment advice and passing the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Prior to joining LPL Financial, Nellie was a registered representative with Waddell & Reed.
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.
Consulting and other non-discretionary advisory services
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.
1
2
OK
07/21/2021 - Present
LPL Financial LLC (YUKON OK)
OK
07/10/2002 - 07/21/2021
WADDELL & REED (YUKON OK)
BOTH
Issued 08/21/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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