Unclaimed
Doreen Kanouse is a financial professional with over 15 years of experience in the industry. Doreen is currently registered with Morgan Stanley, and has previously held positions at MORGAN STANLEY & CO. INCORPORATED and DIVERSIFIED INVESTORS SECURITIES CORP. Doreen is a Series 7, Series 6, and SIE licensed professional. She has a broad range of experience and specializes in areas like investment strategies, retirement planning, and insurance.
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
07/04/2012 - Present
Morgan Stanley (PURCHASE NY)
NY
10/09/2007 - 10/30/2008
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
09/02/2002 - 02/05/2007
DIVERSIFIED INVESTORS SECURITIES CORP. (PURCHASE NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/30/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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