Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Penny? Claim Your ProfilePenny Lynn Vinson is an investment advisor representative associated with Equity Services, Inc. since May 2021. Penny has been in the industry since October 2014. Penny has a variety of experience with prior employment with Waddell & Reed. Penny is registered as an investment advisor in the state of Kansas and has a Series 63, Series 65, Series 7 and Series 6 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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VT
05/28/2021 - Present
Equity Services, Inc. (MONTPELIER VT)
KS
10/03/2014 - 05/14/2021
WADDELL & REED (OVERLAND PARK KS)
IA
Issued 09/14/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2016
Series 24 - General Securities Principal Examination
BC
Issued 11/20/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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