Michael Green, financial advisor Westlake OH
93 score

Michael Green

CRD Number: 3184291
Current Firm: Mbsc Securities Corporation

Michael Green (CRD# 3184291) is an Investment Advisor Representative working at Mbsc Securities Corporation in Westlake, OH and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Mbsc Securities Corporation Westlake, OH Jun 2014 - Current 2
American Century Investments Kansas City, MO Sep 2008 - Jun 2014 5
Todd Investment Advisors Louisville, KY Apr 2006 - Sep 2008 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2014
S66 NASAA Uniform Combined State Law Examination Apr 1999
Contact Info for Michael K. Green
Phone Number: 212-922-7145
Firm Website: http://www.dreyfus.com
Registered State(s):
  • OH
  • PA
By the Numbers
  • Total Assets Under Management
    1,354
    MILLIONS
  • Total Number of Accounts
    4,600
    ACCOUNTS
  • Average Account Value
    $294,400
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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

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