Nathan Green (CRD# 6838561) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Heathrow, FL and has over 6 years of experience in the finance industry.
CRD# 2227187
Merit Financial Advisors
CRD# 6504539
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3138301
Morgan Stanley
| Company Name | Location | Dates | Years |
|---|---|---|---|
| (dba) Solutions Group (solutions Group Wealth Management Llc) | Heathrow, FL | Jan 2019 - Current | 5 |
| Concourse Financial Group Secuities Inc. | Heathrow, FL | Dec 2017 - Current | 6 |
| Concourse Financial Group Securities Inc. | Heathrow, FL | Jul 2017 - Current | 6 |
| Bbc Systems Inc. | Heathrow, FL | Mar 2017 - Current | 7 |
| Belhaven University | Oviedo, FL | Dec 2015 - Current | 8 |
| Gsaf, Inc. (green Solutions Accounting Firm Inc) | Longwood, FL | Jun 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
- FL
-
Total Assets Under Management4,373MILLIONS
-
Total Number of Accounts20,957ACCOUNTS
-
Average Account Value$208,666
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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