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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart James Green is a financial advisor with Western Wealth Management LLC. Stuart has been in the financial services industry since 2009 and is registered as a broker-dealer in Colorado and as an Investment Advisor Representative in Colorado and Texas. Stuart holds the Series 7, Series 63, and Series 65 licenses and has been certified as a Certified Financial Planner. Western Wealth Management is a Registered Investment Advisor located in Golden, Colorado. Western Wealth Management provides financial planning services to individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth individuals. Western Wealth Management also provides investment management services to individuals, corporations and other businesses, and charitable organizations.
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.
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CO
01/04/2019 - Present
Western Wealth Management LLC (EDWARDS CO)
BC
Issued 12/09/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/05/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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