Jeffrey M. Green
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jeffrey M Green was a registered financial professional .
Jeffrey is a previously registered financial professional and started their career in finance in 1995. Jeffrey had worked at 8 firms and has passed the Series 66, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 25, 2017 - May 30, 2017
GRACE CAPITAL MANAGEMENT, LLC
August 22, 2016 - April 12, 2017
AMERIPRISE FINANCIAL SERVICES, LLC
August 17, 2016 - April 12, 2017
AMERIPRISE FINANCIAL SERVICES, LLC
April 25, 2016 - August 2, 2016
HORNOR, TOWNSEND & KENT, LLC
March 13, 2015 - August 2, 2016
HORNOR, TOWNSEND & KENT, LLC
June 19, 2013 - January 30, 2015
MSI FINANCIAL SERVICES, INC.
May 26, 2005 - March 3, 2006
MONY SECURITIES CORPORATION
November 13, 2002 - June 27, 2011
EQUITABLE ADVISORS, LLC
March 6, 1997 - August 28, 2002
CITIGROUP GLOBAL MARKETS INC.
February 21, 1995 - December 5, 1995
OSAIC WEALTH, INC.
State Registrations and Notice Filings
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Exams
Current Firm
GRACE CAPITAL MANAGEMENT, LLC
CRD#: 169813 / SEC#:
Contact information
Red Flags
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