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 who is registered with Simplicity Wealth in Summit, NJ. William has been a financial advisor since 2017. Previously, William Green worked at Concourse Financial Group Securities, Inc. and Bankers Life Securities, Inc.. William Green holds Series 6, Series 63, and Series 65 licenses, and is a graduate of the Securities Industry Essentials (SIE) exam. William specializes in Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses. William Green has experience in offering services in the areas of asset allocation, portfolio management, and retirement planning. William has a track record of providing sound financial advice to individuals, families, and businesses. William Green is committed to helping his clients achieve their 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.
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.
1
2
NJ
01/03/2025 - Present
Simplicity Wealth (SUMMIT NJ)
FL
01/10/2020 - 09/23/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (ST AUGUSTINE FL)
FL
05/08/2017 - 01/13/2020
BANKERS LIFE SECURITIES, INC. (JACKSONVILLE FL)
BC
Issued 05/16/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/13/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure William Green is the right advisor for you? Invested Better is here to help.
