Our Qualifications

 

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Degree:
Master of Science in Financial Services

Professional Designations:
CERTIFIED FINANCIAL PLANNER™ Professional (CFPTM)
Certified Fund Specialist (CFS)
Chartered Financial Consultant (ChFC)

CFP™, CERTIFIED FINANCIAL PLANNER™, and registered CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Graduate Level Certificates:
Financial Asset Management
Pensions and Executive Compensation

Registered:
Roger Green and Jason Piper are both Registered Representatives and Investment Adviser Representatives with Multi-Financial Securities Corporation (member FINRA, SIPC), an ING company.

Educator:
Roger hosts the weekly radio program "Your Green" each Saturday
from 3:00-4:00 PM on

Roger has taught thousands of people in his Retirement Planning Classes at local colleges and businesses. Roger also contributes an investment column in the Gwinnett Citizen monthly newspaper called "Your Green".

Awards/A Tradition of Excellence and Client Service:

  • Advisor Hall of Fame - 1 of 5 Nationally - Research: Magazine December 2009
  • 1 of 10 Outstanding Advisors  - Registered Rep Magazine May 2009 (Based on being a top ranked advisor also making substantial commitments to causes they care about)
  • Pinnacle Small Business of the Year Finalist - 2009, 2010, & 2011 Gwinnett Chamber
  • Top 1,000 Advisors State-by-State Ranking - Barron's Magazine - 2009, 2010 and 2011
  • Pinnacle Small Business of the Year Award Winner (1-9 Full-Time Employee Category)- Gwinnett Chamber 2008
  • The Top 50 Broker/Dealer Independent Advisors (Ranked #34) - Fortune Magazine April 2008 (Based on Assets under Management - AUM)
  • The Winner's Circle Top 100 Independent Advisors (Ranked #61) - Barron's Magazine/August 07 & August 2008  (Based upon Assets Under Management/AUM, contribution to firm's revenues and profits, indications of service quality, and regulatory records)
  • Top 50 Broker/Dealer Independent Advisors (#38)- Registered Rep Magazine August 2008 (based upon Assets Under Management - AUM)
  • America's Top 100 Independent Advisors -Registered Rep Magazine/August 2007, August 2008,  August 2009 & August 2011 (Based upon AUM)
  • 1 of 5 Finalists 2005 & 2006 Gwinnett Chamber Small Business Person of the Year    
  • 2006 Gwinnett Business All-Stars - Gwinnett Magazine
  • Atlanta Sales Person of the Year Finalist 2006- Kennesaw State University/Michael J. Coles College of Business
  • Research Magazine - "The Winner's Circle" State-by-State Top Ranked Advisors in America - State of Georgia - January 2006
  • "Wall of Fame" - Multi-Financial Corporate Office Denver - January 2006
  • Green Financial Resources, LLC - One of "Atlanta's Top 20 Financial Planning & Advisory Firms (based upon Assets Under Management) - Atlanta Business Chronicle/October 2003
  • Theodore Shalak Award-MONY's best record of client persistency and service
  • Million Dollar Club-2005 Multi-Financial Securities Corp. 
  • Top Representative 2008-2009 Multi-Financial Securities
  • Top Representative 2007-2008 Multi-Financial Securities
  • Top Representative 2006-2007 Multi-Financial Securities Corp.                                              
  • #2 Representative 2005-2006 Multi-Financial Securities Corporation
  • Top Representative 2004-2005 Multi-Financial Securities Corporation
  • #2 Representative 2003-2004 Multi-Financial Securities Corporation
  • Top Representative 2002-2003 IFG Network Securities, Inc.
  • Top Representative 2001-2002 IFG Network Securities, Inc.
  • Top Representative 2000-2001 IFG Network Securities, Inc.
  • Top Representative 1999 MONY Securities
  • Top of the Table (MDRT) 5 Years
  • Court of the Table (MDRT) 2 Years
  • Million Dollar Round Table (MDRT) 10 Years
  • MONY Forum 1998-1999
  • Client Builder Award 1997-1998
  • MONY Commitment to Excellence Award 1995
  • MONY Equity Leader 1995
  • MONY "Top 50 Club" 1993-1994
  • MONY IFS 2nd Year Challenge Leader 1992
  • MONY President's Council 1991-1992
  • MONY Top Club 1990-1991
  • Representative of the Year - Houston Office 1990
  • Rookie of the Year 1988-1989

Member:
Financial Planning Association (FPA)
Society of Financial Service Professionals (SFSP)
National Association of Insurance & Financial Advisors (NAIFA)
National Football League Players Association Registered Player Financial Advisor
Gwinnett Chamber of Commerce

*The results from the above awards/articles should not be considered a guarantee of future performances and/or successes.