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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you R.? Claim Your ProfileR. Michael Green is a financial advisor at Cetera Investment Advisers LLC in Duluth, Georgia. R. Michael Green has been in the industry since January 25, 2018. R. Michael Green is a registered representative with FINRA and has registrations in 36 states. R. Michael Green is also a registered investment advisor in Georgia and Texas. R. Michael Green has passed the Series 7, Series 66, and SIE exams. R. Michael Green has experience working at Green Financial Resources LLC, Calero Software LLC, and Voya/Intersect Group. R. Michael Green offers financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. R. Michael Green's firm, Cetera Investment Advisers LLC, is a large financial advisor firm with over $100 billion in assets under management. Cetera Investment Advisers LLC specializes in working with individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
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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GA
03/21/2024 - Present
Cetera Investment Advisers LLC (DULUTH GA)
BOTH
Issued 4/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/26/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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