Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Allen Greenlee is a financial advisor with over 10 years of experience in the industry. He currently works with Cetera Investment Advisers LLC, providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Kenneth has experience with a wide range of investment strategies and is committed to helping clients achieve their financial goals. He previously worked with First Allied Securities, Inc., Summit Brokerage Services, Inc., and Girard Securities, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
02/08/2023 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
12/12/2014 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
07/25/2017 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (San Diego CA)
CA
07/25/2017 - 11/02/2017
GIRARD SECURITIES, INC. (SAN DIEGO CA)
CA
07/25/2013 - 12/18/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (CARLSBAD CA)
BOTH
Issued 9/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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