Samuel Greene, financial advisor Rochester MN
93 score

Samuel Greene

CRD Number: 6090543
Current Firm: Mml Investors Services, LLC

Samuel Greene (CRD# 6090543) is an Investment Advisor Representative working at Mml Investors Services, LLC in Rochester, MN and has over 4 years of experience in the finance industry. Samuel Greene has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mml Investors Services Rochester, MN Jun 2017 - Current < 1
Massachusetts Mutual Life Insurance Company Rochester, MN Jun 2017 - Current < 1
Ameriprise Financial Services, Inc. Rochester, MN Jul 2013 - Jun 2017 3
Viterbo University La Crosse, WI Jan 2011 - Jun 2017 6
Kwik Trip, Inc. La Crosse, WI Dec 2010 - Sep 2013 2
Unemployed La Crosse, WI May 2010 - Dec 2010 < 1
Aquinas High School La Crosse, WI Sep 2006 - May 2010 3
Features West Salem, WI Jun 2008 - Dec 2009 1
Outdoor Services Inc. West Salem, WI May 2006 - Jun 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Samuel H. Greene
Phone Number: (413)737-8400
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    25,618
    MILLIONS
  • Total Number of Accounts
    157,759
    ACCOUNTS
  • Average Account Value
    $162,387
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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

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