Gerald Green, financial advisor Kentwood MI

Gerald Green

CRD Number: 6342617
Current Firm: Mattson Financial Services, LLC

Gerald Green (CRD# 6342617) is an Investment Advisor Representative working at Mattson Financial Services, LLC in Kentwood, MI and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Mattson Financial Services, LLC Kentwood, MI Mar 2017 - Current 4
Lakeview Financial Group, LLC Kentwood, MI Jun 2016 - Current 5
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
Best Buy Grand Rapids, MI Mar 1999 - Mar 2014 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2014
S65 NASAA Investment Advisors Law Examination Feb 2017
Contact Info for Gerald D. Green
Phone Number: 800-536-8907
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    191
    MILLIONS
  • Total Number of Accounts
    5,984
    ACCOUNTS
  • Average Account Value
    $31,950
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

FL, MI, TX

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