Joseph Green, financial advisor Grand Haven MI
93 score

Joseph Green

CRD Number: 5461187
Current Firm: Stifel, Nicolaus & Company, Incorporated

Joseph Green (CRD# 5461187) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Grand Haven, MI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel, Nicolaus & Company, Incorporated Grand Haven, MI May 2012 - Current 4
Edward Jones St. Louis, MO Dec 2007 - Apr 2012 4
Seaway Party Store Grand Haven, MI Nov 2001 - Dec 2007 6
Damon's Grill Grand Haven, MI Apr 2006 - Jun 2007 1
Damon's Grill Grand Haven, MI Nov 2005 - Jun 2007 1
Baker College Muskegon, MI Sep 2001 - Mar 2007 5
Bekins Auto Service Grand Haven, MI Oct 2000 - Sep 2006 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Joseph R. Green
Phone Number: 314-342-2000
Firm Website: http://www.stifel.com
Registered State(s):
  • MI
  • MO
By the Numbers
  • Total Assets Under Management
    38,401
    MILLIONS
  • Total Number of Accounts
    115,441
    ACCOUNTS
  • Average Account Value
    $332,650
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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