Unclaimed
Hans Kumar is a financial advisor with Morgan Stanley. Hans has been in the industry since 2019 and holds the Series 7TO, Series 82TO, and SIE licenses, as well as the Series 63 license. Hans is registered with the state of New York. Previously, Hans worked at Hollister Associates, LLC in Mount Pleasant, South Carolina. Hans is currently registered with Morgan Stanley and their office is located at 2000 Westchester Avenue in Purchase, 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
NY
01/27/2023 - Present
Morgan Stanley (Purchase NY)
SC
10/21/2019 - 06/12/2020
HOLLISTER ASSOCIATES, LLC (MOUNT PLEASANT SC)
BC
Issued 3/26/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/19/2019
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 7/23/2019
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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