Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Joseph Green is an active Registered Representative and Investment Advisor Representative with Oppenheimer & Co. Inc., based in Boca Raton, Florida. Kenneth Green has been in the financial services industry since 1999. He is licensed to conduct business in a number of states, including Florida, Texas, Illinois, New Jersey, New York and others. Kenneth Green has a broad range of experience with financial services, including portfolio management for individuals, businesses, and pooled investment vehicles. His previous employers include Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Wachovia Securities, LLC, and others. Kenneth Green is committed to providing his clients with sound financial advice and guidance.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
06/12/2018 - Present
Oppenheimer & Co. Inc. (BOCA RATON FL)
FL
02/13/2013 - 07/07/2016
RAYMOND JAMES & ASSOCIATES, INC. (BOCA RATON FL)
FL
02/21/2012 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (FT. LAUDERDALE FL)
FL
06/01/2009 - 02/28/2012
MORGAN STANLEY SMITH BARNEY (BOCA RATON FL)
FL
08/31/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
FL
04/06/2005 - 09/04/2007
WACHOVIA SECURITIES, LLC (FORT LAUDERDALE FL)
NY
02/12/2002 - 04/01/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
FL
07/17/2000 - 09/07/2000
KRIEGER FINANCIAL SERVICES, INC. (DELRAY BEACH FL)
BC
Issued 8/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/4/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 7/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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