Unclaimed
Rhonda Green is a financial advisor with J.P. Morgan Securities LLC. Rhonda has been in the industry since January 19, 2018. Rhonda holds the Series 63, Series 79 and SIE licenses. Rhonda is currently located at the Plano, TX branch office and is registered with FINRA.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
07/17/2023 - Present
J.p. Morgan Securities LLC (Plano TX)
TX
03/03/2015 - 08/26/2020
J.P. MORGAN SECURITIES LLC (DALLAS TX)
BC
Issued 03/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Rhonda Green is the right advisor for you? Invested Better is here to help.