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 Wood is a financial advisor with LPL Financial LLC. Kenneth has been in the industry since 1987. Kenneth has experience working at VOYA FINANCIAL ADVISORS, INC. and INVESTORS CAPITAL CORP.. Kenneth is registered to provide investment advisory services in Connecticut, Florida, Indiana, Louisiana, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, and Virginia. Kenneth is also registered to provide Broker-Dealer services in Connecticut, Florida, Indiana, Louisiana, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, and Virginia. Kenneth holds the following licenses: Series 7, Series 63, and Series 66.
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.
Consulting and other non-discretionary advisory services
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
MA
05/10/2021 - Present
LPL Financial LLC (WORCESTER MA)
MA
07/07/2016 - 05/11/2021
VOYA FINANCIAL ADVISORS, INC. (WORCESTER MA)
MA
04/02/2013 - 08/02/2016
INVESTORS CAPITAL CORP. (WORCESTER MA)
CT
11/02/2001 - 04/09/2013
COBURN & MEREDITH, INC. (SIMSBURY CT)
MO
10/01/1999 - 11/06/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
11/20/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
FL
04/01/1992 - 11/25/1998
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NY
01/16/1990 - 04/02/1992
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
10/11/1988 - 01/24/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
04/21/1987 - 10/29/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
01/08/1987 - 05/07/1987
SHAWMUT BROKERAGE SERVICES, INC.
BOTH
Issued 06/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kenneth Wood is the right advisor for you? Invested Better is here to help.
