Gerald Green (CRD# 6342617) is an Investment Advisor Representative working at Mattson Financial Services, LLC in Kentwood, MI and has over 9 years of experience in the finance industry.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Mattson Financial Services, LLC | Kentwood, MI | Mar 2017 - Current | 7 |
Lakeview Financial Group, LLC | Kentwood, MI | Jun 2016 - Current | 7 |
Gerber Life | Fremont, MI | Mar 2015 - Jun 2016 | 1 |
Wal-mart | Comstock Park, MI | Oct 2014 - Mar 2015 | < 1 |
Pruco Securities LLC | Grand Rapids, MI | Jul 2014 - Oct 2014 | < 1 |
The Prudential Insurance Company Of America | Grand Rapids, MI | Apr 2014 - Oct 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2014 |
S65 | NASAA Investment Advisors Law Examination | Feb 2017 |
- MI
-
Total Assets Under Management296MILLIONS
-
Total Number of Accounts2,435ACCOUNTS
-
Average Account Value$121,388
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
FL, LA, MI, TX
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