Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Niki? Claim Your ProfileNiki Jo Green has been in the financial services industry since December 2, 1996. Niki is currently registered with Fidelity Brokerage Services LLC and has been with the firm since May 4, 2022. Niki previously worked with T. Rowe Price Investment Services, Inc. from July 28, 2016 to January 10, 2022.
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.
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.
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2
RI
05/04/2022 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
MD
07/28/2016 - 01/10/2022
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
NJ
09/17/2014 - 07/08/2016
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
MA
09/13/2012 - 09/08/2014
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
CA
06/29/2010 - 08/28/2012
STANCORP EQUITIES, INC. (WALNUT CREEK CA)
CA
05/28/1997 - 05/13/2010
PRINCOR FINANCIAL SERVICES CORPORATION (GLENDALE CA)
IA
08/26/1994 - 09/06/1995
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 11/08/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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