Stephen Green

Tel: (985) 246-6424
2681 N. Causeway Blvd.
Mandeville, LA 70471

About Merrill Lynch Wealth Management

Your investments aren't the only facet of your financial life. It also includes your plans for the future as well as your current and future financing needs. We like to say we're helping you "manage both sides of your balance sheet."

Why is that important? Simple. We can't help you get where you're going if we don't know where you're going, how you plan to get there and what may be holding you back. That's why we provide a full range of financial solutions and help you select the ones that will help you in your unique situation.

5 Years of Experience



General Information
States Licensed in:   LA
TX
DE
FL
MS
Number of Years with Current Firm:   2


Services
Investment Types:   Insurance , Mutual Funds , Options & Futures , Bonds , Stocks , Annuities , Mortgages & Real Estate , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone , At my office , Via email , At your home , At your office


Qualifications & Memberships
Insurance and Annuity Licenses:   Annuity , Long Term Care , Variable Life , Variable Annuity , Life
Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $50000
Compensation Methods:   Based on Assets



FAQs

  • Do you have a customer satisfaction or refund policy? I am a fee-based advisor which assessed quarterly, should I not meet your needs you are free to cancel our contract at any time.
Stephen Green

Stephen Green

CRPC®, MBA

Office Hours

wiseradvisor-balck-li-img Mon. 7:30 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 7:30 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 7:30 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 7:30 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 7:30 AM - 5:00 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 12:00 PM