Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Greene is a financial professional with over 20 years of experience in the industry. Kathleen is currently registered with Kovack Securities Inc., and has previously worked with several other firms. Kathleen holds the Series 7 and Series 63 licenses.
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.
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.
1
2
FL
09/09/2011 - Present
Kovack Securities Inc. (Boca Raton FL)
FL
07/13/2011 - 09/09/2011
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
MO
07/01/2003 - 11/02/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
10/05/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
FL
10/28/1999 - 10/09/2000
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
08/25/1998 - 10/22/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
FL
06/30/1998 - 07/16/1998
BILTMORE SECURITIES, INC. (FT. LAUDERDALE FL)
IA
Issued 07/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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