Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adrenia? Claim Your ProfileAdrenia Kea is a financial professional with over 20 years of experience in the industry. Adrenia has held a variety of roles at several financial institutions, including Wells Fargo Securities, TIAA-CREF, and First Union Securities. Currently, Adrenia is registered with Morgan Stanley and provides investment advisory services. Adrenia specializes in offering financial planning, asset allocation advice, and portfolio management services to individual, business, and institutional clients. Adrenia is committed to providing personalized financial guidance to help her clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
NY
08/21/2024 - Present
Morgan Stanley (PURCHASE NY)
NY
04/18/2023 - 08/21/2024
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NC
12/03/2019 - 03/02/2023
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
MO
12/16/2015 - 08/27/2018
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
NC
10/02/2002 - 10/15/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
MO
01/28/2002 - 09/20/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
MO
10/01/2000 - 12/31/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
05/18/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NC
05/22/1997 - 05/18/1999
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NA
05/22/1997 - 03/30/1998
BB&T INVESTMENT SERVICES OF SOUTH CAROLINA, INC.
MA
09/05/1996 - 05/06/1997
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
IA
Issued 12/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 08/08/2006
Series 4 - Registered Options Principal Examination
BC
Issued 06/02/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/28/1998
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 08/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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