Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Kenney is a financial advisor registered with Wells Fargo Clearing Services, LLC. Gregory Kenney has been in the financial industry since 1999. Gregory Kenney has also been registered with a number of other firms, including RBC Capital Markets, LLC, Stifel, Nicolaus & Company, Incorporated, and BANC of America Investment Services, Inc. Gregory Kenney is licensed to provide securities advice in Missouri. Gregory Kenney offers financial planning, portfolio management for individuals and businesses, investment consulting services to institutional clients, and selection of other advisers.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
10/12/2022 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
08/13/2021 - 03/02/2022
RBC CAPITAL MARKETS, LLC (St. Louis MO)
MO
03/20/2008 - 08/11/2021
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
10/30/2006 - 03/10/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHESTERFIELD MO)
MO
11/26/2001 - 04/24/2006
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
IL
09/29/2001 - 11/06/2001
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
MO
01/07/2000 - 10/01/2001
EISNER SECURITIES, INC. (ST. LOUIS MO)
MO
12/24/1997 - 01/10/2000
COMMERCE BROKERAGE SERVICES, INC. (CLAYTON MO)
IA
Issued 11/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/25/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/21/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/24/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1997
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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