Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Green is an active financial advisor with over 28 years of experience in the industry. Robert is currently registered with Wells Fargo Advisors Financial Network, LLC and has been in this role since April 2024. Previously, Robert was registered with Wells Fargo Clearing Services, LLC and Morgan Stanley for over 10 years. Robert offers a wide range of financial services, including investment consulting, financial planning, pension consulting, and portfolio management for both individuals and businesses. Robert is licensed to provide financial advice in 31 states.
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.
Investment consulting services to institutional clients
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.
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2
FL
04/18/2024 - Present
Wells Fargo Advisors Financial Network, LLC (BOCA RATON FL)
FL
01/11/2013 - 04/18/2024
WELLS FARGO CLEARING SERVICES, LLC (BOCA RATON FL)
MD
06/01/2009 - 02/06/2013
MORGAN STANLEY (BETHESDA MD)
MD
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BETHESDA MD)
MD
03/10/2006 - 04/02/2007
MORGAN STANLEY DW INC. (BETHESDA MD)
MD
05/29/1998 - 03/22/2006
CITIGROUP GLOBAL MARKETS INC. (BETHESDA MD)
NJ
09/03/1996 - 06/08/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
12/18/1995 - 09/06/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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