AdFi
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Beth Rebecca-Rose Green

Investment Adviser Representative at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wellesley Hills, MACRD #4675060Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
States Registered
38 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 38 states
AlabamaArizonaCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaMaineMarylandMassachusettsMinnesotaNebraskaNevadaNew HampshireNew JerseyNew YorkNorth CarolinaOhioOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsin
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/28/2011
Series 63
Uniform Securities Agent State Law Examination
Passed 9/20/2004
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/4/2004

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Merrill Lynch, Pierce, Fenner & Smith Incorporated Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDCurrent
7/22/2019Wellesley Hills, MA
WELLS FARGO CLEARING SERVICES, LLC
3/29/20196/21/2019Wellesley, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
10/31/20084/2/2019Wellesley Hills, MA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Beth Rebecca-Rose Green has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Beth Rebecca-Rose Green - Financial Advisor in Wellesley Hills, MA | AdvisorFinder