Unclaimed
Debora Kenyon has been in the financial services industry for over 20 years. Debora is currently a registered representative and investment advisor representative at Morgan Stanley. She has a Series 7, Series 63 and Series 66 license. Debora has experience working at several firms including Morgan Stanley & Co. Incorporated, Russell Institutional Services, part of Russell Investment Group, and Morgan Stanley DW Inc. Debora has a wide range of experience working with various client types including individuals, corporations, and investment companies. Debora is dedicated to providing personalized financial advice and helping 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
CA
08/30/2018 - Present
Morgan Stanley (Stockton CA)
CA
06/26/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (STOCKTON CA)
WA
02/01/2005 - 05/31/2007
RUSSELL INSTITUTIONAL SERVICES PART OF RUSSELL INVESTMENT GROUP (TACOMA WA)
NY
12/13/1999 - 02/27/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 05/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1999
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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