Unclaimed
Ken Scott Greenly is a financial advisor registered with Avantax Investment Services, Inc. Ken has been in the financial industry since 1991 and has held various positions at firms including Waddell & Reed, Inc. and Avantax Investment Services, Inc. Ken is licensed in Connecticut, Florida, Massachusetts and New Hampshire. Ken holds the Series 6, 7, 24, and 63 licenses. Ken is a trusted advisor who can help clients with a variety of financial needs.
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.
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2
NH
05/07/1992 - Present
Avantax Investment Services, Inc. (SALEM NH)
KS
07/15/1991 - 04/11/1992
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 07/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/26/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1993
Series 7 - General Securities Representative Examination
BC
Issued 07/05/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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