Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Alan Green has over 37 years of experience in the financial services industry. Steven is currently registered with LPL Financial LLC and is licensed in Arizona, Arkansas, California, Colorado, Florida, Illinois, Indiana, Iowa, Kansas, Kentucky, Maryland, Michigan, Missouri, Nevada, New York, Tennessee, Texas, Utah, and West Virginia. Previously, Steven was associated with OSAIC WEALTH, INC., LPL FINANCIAL LLC, RAYMOND JAMES FINANCIAL SERVICES, INC., GREAT SOUTHERN INVESTMENTS, and FIRST INVESTORS CORPORATION.
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.
Consulting and other non-discretionary advisory services
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
MO
07/12/2023 - Present
LPL Financial LLC (SPRINGFIELD MO)
MO
11/13/2014 - 07/11/2023
OSAIC WEALTH, INC. (CHESTERFIELD MO)
MO
01/07/2004 - 11/11/2014
LPL FINANCIAL LLC (SPRINGFIELD MO)
FL
04/30/2002 - 10/27/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MO
03/08/1991 - 04/30/2002
GREAT SOUTHERN INVESTMENTS (SPRINGFIELD MO)
NJ
09/06/1985 - 12/04/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 06/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/1987
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/27/1992
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 09/05/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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