Samuel GreeneCRD 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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Northwestern Mutual Investment Services,llc
|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|
Total Assets Under Management25,618MILLIONS
Total Number of Accounts157,759ACCOUNTS
Average Account Value$162,387
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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