Kenneth Newberry

Financial Adviser at Waddell & Reed in Torrance, CA

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(310) 371-7036

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3625 Del Amo Blvd Ste 360 in Torrance, CA 90503

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Year started: 1998

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Specialties

Bonds & Fixed Income
Education Savings
Equities
Mutual Funds

Options & Futures
Retirement Planning
Tax Advantaged Investments

Servicing

Credentials

Licenses

Series 7

The Series 7 license is known as the general securities representative (GS) license. It authorizes licensees to sell virtually any type of individual security. As of April 8, 1999

Series 63

The Series 63 license, known as the Uniform Securities Agent license, is required by each state and authorizes licensees to transact business within the state. All Series 6 and Series 7 licensees must carry this license as well. As of April 26, 1999

Series 66

This Series 66 is the newest exam offered by NASAA. In essence, it combines the Series 63 and 65 exams into one 150-minute exam. This test contains no investment material, as the Series 66 license is only available to candidates that are already Series 7 licensed. As of January 28, 2011

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Kenneth Newberry

About

Contact

Address

Info

Reviews
0 Reviews

Peer Endorsements
0 Endorsements

Best Answers

Specialties

Servicing

Credentials

Licenses

Series 7

Series 63

Series 66

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Simple tools to master your financial life.

Kenneth Newberry

About

Contact

Address

Info

Reviews0 Reviews

Peer Endorsements0 Endorsements

Best Answers

Specialties

Servicing

Credentials

Licenses

Series 7

Series 63

Series 66

Consumers

Professionals

MoneyTips

Let's Connect

Reviews
0 Reviews

Peer Endorsements
0 Endorsements