Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Green is a financial advisor with over 20 years of experience in the financial services industry. Kenneth is currently registered with Oppenheimer & Co. Inc., where he provides a range of services including financial planning, portfolio management, and selection of other advisors. Kenneth has held previous roles with Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Wachovia Securities, LLC, Morgan Stanley DW Inc., and Krieger Financial Services, Inc. Kenneth holds Series 3, 7, 31 and 63 licenses.
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 08/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/11/2000
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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