Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hans? Claim Your ProfileHans Kumar is a registered representative with Morgan Stanley. Hans has been in the industry for over 3 years and has worked with Holister Associates, LLC in the past. Hans has a Series 7, Series 63, Series 82 and SIE. Hans specializes in providing financial planning and investment advice to individual, business, and institutional clients. The advisor focuses on asset allocation and portfolio management for high net worth individuals and institutions.
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
01/27/2023 - Present
Morgan Stanley (Purchase NY)
SC
10/21/2019 - 06/12/2020
HOLLISTER ASSOCIATES, LLC (MOUNT PLEASANT SC)
BC
Issued 03/26/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/19/2019
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 07/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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