Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Scott Green has been in the financial services industry since 1996. Richard is currently a registered representative with Charles Schwab & Co., Inc. Richard has been with Charles Schwab since 2011. Prior to that, Richard worked with Source Capital Group, Inc., Scottsdale Capital Advisors Corp, Superior Financial Services, Inc., Richmond Hillcrest & Company, Inc., Peacock, Hislop, Staley & Given, Inc., Paradise Valley Securities, Inc., and Franklin-Lord, Inc.. Richard is licensed to sell securities in all 50 states and the District of Columbia.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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AZ
06/30/2011 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
09/26/2006 - 03/11/2011
SOURCE CAPITAL GROUP, INC. (SCOTTSDALE AZ)
AZ
08/05/2003 - 11/30/2004
SCOTTSDALE CAPITAL ADVISORS CORP (SCOTTSDALE AZ AZ)
WI
07/18/2001 - 08/29/2002
SUPERIOR FINANCIAL SERVICES,INC. (JACKSON WI)
CA
06/11/2001 - 07/12/2001
RICHMOND HILLCREST & COMPANY, INC. (SHERMAN OAKS CA)
AZ
10/24/2000 - 06/11/2001
PEACOCK, HISLOP, STALEY & GIVEN, INC. (PHOENIX AZ)
AZ
04/04/1996 - 10/24/2000
PARADISE VALLEY SECURITIES, INC. (PHOENIX AZ)
AZ
12/02/1991 - 01/23/1995
FRANKLIN-LORD, INC. (SCOTTSDALE AZ)
BC
Issued 11/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/12/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/25/2001
Series 27 - Financial and Operations Principal Examination
BC
Issued 02/03/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/29/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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