Gladys Green is a registered investment advisor, based in Lake Mary, FL, with 6 years of industry experience.
Location
766 N Sun Drive, #2090, Lake Mary, FL, 32746
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Gladys works as a client service associate for Anderson McKelvey Group, handling client communication, money movements, new accounts, and other account support activities. This takes about half of Gladys's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2024 - Present · 2 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2019 - January 2024 · 4 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2019 - January 2024 · 4 yrs 4 mos
State Registrations1 state
FL
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.