Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Green is a financial advisor at Cambridge Investment Research Advisors, Inc. William has over 20 years of experience in the financial services industry and is committed to helping clients achieve their financial goals. William offers a wide range of financial services, including financial planning, portfolio management, and retirement planning. William has a Series 7, Series 63, and Series 65 licenses, and is also a Certified Financial Planner. William has held previous positions with Silver Oak Securities, Incorporated, Raymond James Financial Services, Inc., J.P. Morgan Securities LLC, Morgan Stanley, and Edward Jones. William has a strong commitment to providing personalized service to each client.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
01/02/2024 - Present
Cambridge Investment Research Advisors, Inc. (Carroll OH)
OH
05/17/2023 - 06/12/2023
SILVER OAK SECURITIES, INCORPORATED (Liberty Township OH)
OH
07/12/2021 - 12/03/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (CINCINNATI OH)
CA
05/07/2013 - 08/28/2019
J.P. MORGAN SECURITIES LLC (SAN DIEGO CA)
CA
06/06/2012 - 05/31/2013
MORGAN STANLEY (LA MESA CA)
AZ
05/31/2004 - 06/06/2012
EDWARD JONES (FLAGSTAFF AZ)
IA
Issued 08/16/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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