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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Seth? Claim Your ProfileSeth Noah Greene is an Investment Advisor Representative with Next Financial Group, Inc. with a Branch office in Williamsville, NY. Seth is a registered representative and investment adviser in NY and PA. Seth has been in the financial services industry since 1999. Seth is a financial professional with over 20 years of experience in the financial services industry. Seth has a wide range of experience and expertise in various financial areas. Seth can help you with financial planning, investment management, retirement planning, and college savings. Seth is dedicated to providing high-quality service and helping you achieve your financial goals.
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.
Seminar/workshop attendance fees
1
2
NY
02/24/2014 - Present
Next Financial Group, Inc. (WILLIAMSVILLE NY)
NY
08/14/2002 - 11/02/2007
A. G. EDWARDS & SONS, INC. (WILLIAMSVILLE NY)
MA
08/24/2000 - 04/26/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/24/2000 - 04/26/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
11/23/1999 - 08/09/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 02/24/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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