Unclaimed
Kenneth Gruneisen has been in the financial services industry since February 2, 1988. Kenneth is currently registered with Ages Financial Services, Ltd. and has been registered with them since February 23, 2017. Previously, Kenneth was employed by Source Capital Group, Inc. and was registered with them from December 1, 2001, to April 24, 2017. Kenneth has passed the Series 63, 7, 24 and SIE exams.
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.
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.
1
2
MA
02/23/2017 - Present
Ages Financial Services, Ltd. (READING MA)
FL
12/01/2001 - 04/24/2017
SOURCE CAPITAL GROUP, INC. (LIGHTHOUSE POINT FL)
CT
09/30/1994 - 12/01/2001
MERIT CAPITAL ASSOCIATES, INC. (WESTPORT CT)
MO
12/23/1991 - 09/23/1994
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
CO
07/01/1991 - 01/03/1992
KOBER FINANCIAL CORP. (ENGLEWOOD CO)
GA
06/06/1989 - 12/31/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
NA
07/31/1987 - 10/02/1989
F.D. ROBERTS SECURITIES, INC.
IA
Issued 07/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kenneth Gruneisen is the right advisor for you? Invested Better is here to help.