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Sean Matthew Green

Pimco Investments LLC

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About Sean Matthew Green

Sean Green is a financial advisor who is registered with Pimco Investments LLC. Sean Green has been in the financial industry since 2013. Sean Green has a Series 7, Series 66, and SIE license. Sean Green is currently registered in 53 states. Sean Green previously worked for Invesco Distributors, Inc. and DFA Securities LLC.

Firm Information

Sean Green is currently registered with Pimco Investments LLC. Pimco Investments LLC is a Limited Liability Company formed in 2010. The firm is registered to provide investment advisory services in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

290

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Sean Green’s Registration & Firm History

TX

09/16/2019 - Present

Pimco Investments LLC (Austin TX)

TX

02/19/2016 - 09/11/2019

INVESCO DISTRIBUTORS, INC. (HOUSTON TX)

TX

10/15/2013 - 02/17/2016

DFA SECURITIES LLC (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 01/11/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/14/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sean Matthew Green.
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