Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Cuyler Green is a financial advisor with over 10 years of experience in the industry. Zachary has a strong background in financial planning and investment management, and has held positions at several firms including Edward Jones, E*TRADE Securities LLC, and Morgan Stanley. Zachary is currently registered with Wealth Enhancement Advisory Services, LLC and is a Certified Financial Planner. Zachary has a passion for helping clients achieve their financial goals and believes in building long-term relationships with 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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
08/09/2024 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
FL
01/03/2023 - 06/23/2023
MORGAN STANLEY (Winter Park FL)
FL
12/04/2014 - 06/23/2023
E*TRADE SECURITIES LLC (WINTER PARK FL)
GA
10/26/2009 - 01/23/2012
EDWARD JONES (ROME GA)
BOTH
Issued 12/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/09/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/19/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Zachary Green is the right advisor for you? Invested Better is here to help.
