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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Kennedy is an active investment advisor representative who has been in the industry since 1988. Gregory Kennedy is currently registered with Morgan Stanley in Colorado and Oklahoma, and is a resident registered investment advisor in Texas. Gregory Kennedy is also a registered investment advisor in Oklahoma and Colorado. Prior to joining Morgan Stanley, Gregory Kennedy was registered with CITIGROUP GLOBAL MARKETS INC. in Colorado and Lehman Brothers Inc. in New York.
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
CO
06/11/2014 - Present
Morgan Stanley (Greenwood Village CO)
CO
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ENGLEWOOD CO)
NY
06/18/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
MO
09/04/1990 - 06/10/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
11/23/1988 - 09/04/1990
BOETTCHER & COMPANY, INC.
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 11/19/1988
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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