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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janna? Claim Your ProfileJanna Kepner is a financial advisor with Morgan Stanley. Janna has been in the financial services industry since 2002. She holds Series 6, 7, 63, and 66 licenses, and is registered with FINRA and the state of Washington. Prior to joining Morgan Stanley, Janna worked at Citigroup Global Markets Inc. and Princor Financial Services Corporation. Janna is currently located in Bellevue, WA, and serves clients in Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Iowa, Kansas, Maine, Maryland, Massachusetts, Minnesota, Missouri, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, Tennessee, Texas, Virginia, Washington, Wisconsin and Wyoming.
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
WA
06/01/2009 - Present
Morgan Stanley (Bellevue WA)
WA
05/05/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BELLEVUE WA)
WA
06/03/2005 - 04/02/2007
PRINCOR FINANCIAL SERVICES CORPORATION (SEATTLE WA)
MA
08/08/2001 - 05/24/2005
SYMETRA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 12/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/04/2001
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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