Gerald GreenCRD 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.
Cambridge Investment Research Advisors, Inc.
J.p. Morgan Securities LLC
Stewardship Advisory Group, LLC
|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|
Total Assets Under Management191MILLIONS
Total Number of Accounts5,984ACCOUNTS
Average Account Value$31,950
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
FL, MI, TX
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