Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Russell Green is a financial advisor with Edward Jones, a firm with approximately $10 billion - $50 billion in assets under management. William has been in the financial services industry since 1998 and has held previous roles with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and NATIONAL ALLIANCE SECURITIES CORPORATION. William offers financial planning, pension consulting, and selection of other advisors.
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.
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.
See schedule d - miscellaneous
1
2
MA
01/12/2024 - Present
Edward Jones (WINCHESTER MA)
MA
02/24/2016 - 12/06/2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (Waltham MA)
MA
11/18/2013 - 02/12/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
12/20/2011 - 12/04/2012
NATIONAL ALLIANCE SECURITIES CORPORATION (BOSTON MA)
MA
10/11/2011 - 12/16/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WELLESLEY HILLS MA)
MA
11/08/2010 - 07/29/2011
BTIG, LLC (BOSTON MA)
MA
01/31/2003 - 10/19/2010
KNIGHT EQUITY MARKETS, L.P. (BOSTON MA)
NY
03/15/2002 - 01/27/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/19/1999 - 10/25/2002
HERZOG, HEINE, GEDULD, LLC (NEW YORK NY)
NJ
03/29/1995 - 06/13/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IL
12/22/1994 - 01/12/1995
MESIROW FINANCIAL, INC. (CHICAGO IL)
NY
09/24/1993 - 09/15/1994
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 10/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/17/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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