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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Malcolm Kerr is a financial advisor with Morgan Stanley. Donald has been in the financial industry for over 35 years. Donald is registered with the Securities and Exchange Commission as an Investment Adviser Representative. Donald is a Series 7, Series 63, Series 65 and SIE licensed financial advisor. Donald has worked with a variety of firms including Morgan Stanley, Lehman Brothers, Citigroup Global Markets and Morgan Stanley DW Inc. Donald provides financial planning, portfolio management, and asset allocation advice.
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
06/01/2009 - Present
Morgan Stanley (New York NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
11/30/2006 - 04/02/2007
MORGAN STANLEY DW INC. (NEW YORK NY)
NY
07/31/1993 - 12/07/2006
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NA
02/01/1988 - 07/31/1993
LEHMAN BROTHERS INC.
NY
11/18/1986 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 10/12/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
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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