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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Christopher Kenney is a registered investment advisor representative with Morgan Stanley. Brian has been in the financial services industry since September 1999. Brian holds a Series 7, Series 31, and Series 63 licenses. Brian is licensed to sell securities in 53 states and the District of Columbia, and is also registered as an investment advisor representative in Illinois and Texas. Brian's previous experience includes working at UBS Financial Services Inc. and Morgan Stanley & Co. Incorporated.
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
IL
12/02/2022 - Present
Morgan Stanley (Chicago IL)
IL
03/06/2009 - 12/13/2022
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
IL
04/02/2007 - 03/09/2009
MORGAN STANLEY & CO. INCORPORATED (CHICAGO IL)
IL
09/17/1999 - 04/02/2007
MORGAN STANLEY DW INC. (CHICAGO IL)
IA
Issued 10/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 09/16/1999
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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