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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Kane Kingsbury is a financial advisor with Morgan Stanley. Alex has over 6 years of experience in the financial services industry. Alex is registered with FINRA and holds the following licenses: Series 4, Series 7, Series 9, Series 10, Series 24, Series 63, and SIE. Alex specializes in working with a variety of clients, including high-net-worth individuals, corporations, insurance companies, and charitable organizations. Alex can provide a range of financial services, including asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management. Alex previously worked at E*TRADE Securities LLC.
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
UT
12/05/2024 - Present
Morgan Stanley (Sandy UT)
UT
04/13/2017 - 09/05/2023
E*TRADE SECURITIES LLC (SANDY UT)
BC
Issued 04/25/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/17/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/20/2021
Series 4 - Registered Options Principal Examination
BC
Issued 04/25/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2017
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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