Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelli? Claim Your ProfileShelli Susanne Green has been a registered representative in the financial services industry for over 18 years. She is currently an active registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., holding registrations in Florida, North Carolina, and Texas. Shelli Green has a broad range of experience in the financial services industry, previously working with BANC OF AMERICA INVESTMENT SERVICES, INC. She has a strong track record of success in providing investment advice and portfolio management services to a diverse clientele, including individuals, families, corporations, and institutions.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
11/19/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FORT MYERS FL)
FL
03/16/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PUNTA GORDA FL)
BOTH
Issued 03/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Shelli Green is the right advisor for you? Invested Better is here to help.
