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Ken Scott Greenly

Avantax Investment Services, Inc.

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About Ken Scott Greenly

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.

Firm Information

Ken Greenly is currently registered with Avantax Investment Services, Inc.. Avantax Investment Services, Inc. is a Corporation formed in April 1983. The firm is registered with the SEC and in 53 states, providing services across the United States.

Not reported

Assets Under Management

Not reported

Total Clients

482

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Ken Greenly’s Registration & Firm History

NH

05/07/1992 - Present

Avantax Investment Services, Inc. (SALEM NH)

KS

07/15/1991 - 04/11/1992

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ken Scott Greenly.
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