Jimmey Green (CRD# 1817606) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fort Lauderdale, FL and has over 16 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Fort Lauderdale, FL | Sep 2023 - Current | < 1 |
| Sagepoint Financial, Inc. | Ft Lauderdale, FL | Nov 2017 - Sep 2023 | 5 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Jul 2016 - Nov 2017 | 1 |
| Met Group | Plantation, FL | Jan 2003 - Nov 2017 | 14 |
| Metropolitan Life Ins | Plantation, FL | Dec 2002 - Nov 2017 | 14 |
| Metlife Securities | Planation, FL | Dec 2002 - Nov 2017 | 14 |
| Mml Investors Services, LLC | Plantation, FL | Mar 2017 - Mar 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2008 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2009 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
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