Unclaimed
Kenneth Greenwood is a financial advisor with LPL Financial LLC. Kenneth has been in the industry since 2001 and has held prior positions with firms such as M&T Securities, Inc., Cambridge Investment Research, Inc., and SunTrust Investment Services, Inc. Kenneth is registered with the states of Delaware, District of Columbia, Florida, Maryland, Missouri, Montana, North Carolina, Oklahoma, Texas, and Virginia.
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
MD
06/09/2021 - Present
LPL Financial LLC (WHEATON MD)
MD
03/08/2019 - 06/09/2021
M&T SECURITIES, INC. (WHEATON MD)
VA
12/11/2017 - 02/06/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (Alexandria VA)
DC
01/10/2014 - 09/13/2017
SUNTRUST INVESTMENT SERVICES, INC. (WASHINGTON DC)
MD
04/29/2008 - 01/20/2014
FIRST COMMAND FINANCIAL PLANNING, INC. (ROCKVILLE MD)
MD
03/16/2006 - 01/15/2008
NYLIFE SECURITIES LLC (BETHESDA MD)
NE
09/08/2000 - 10/24/2002
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
NC
05/19/1999 - 07/27/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
11/10/1994 - 03/12/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 06/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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