Unclaimed
Kenneth Paul Goodrow is a financial advisor with Avantax Advisory Services. Kenneth has been in the industry since 2017 and is licensed in Florida, New Hampshire, Vermont and the District of Columbia. Kenneth has Series 7, Series 66 and SIE licenses and is also registered in New Hampshire as an Investment Advisor Representative. Kenneth provides financial planning, pension consulting and portfolio management services to individuals, businesses and pension and profit-sharing plans. In addition to working at Avantax Advisory Services, Kenneth also owns and manages TSSWMM Financial Group and is a partner in Ascend Partner Services LLC. Kenneth is a CPA and provides CPA services to clients through his various business ventures.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
NH
10/25/2019 - Present
Avantax Advisory Services (LEBANON NH)
NH
05/18/2017 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (LEBANON NH)
BOTH
Issued 08/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kenneth Goodrow is the right advisor for you? Invested Better is here to help.