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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kailen? Claim Your ProfileKailen Elizabeth Gildersleeve denton is a financial advisor with over 16 years of experience in the industry. Kailen Elizabeth Gildersleeve denton is currently registered with Morgan Stanley and has been working for the firm since June 2023. Previously, Kailen Elizabeth Gildersleeve denton was employed with WELLS FARGO CLEARING SERVICES, LLC, and WELLS FARGO ADVISORS LLC. Kailen Elizabeth Gildersleeve denton holds several licenses and designations, including Series 6, 7, 63, 65, and SIE. Kailen Elizabeth Gildersleeve denton is also a Certified Financial Planner. Kailen Elizabeth Gildersleeve denton is licensed to provide financial advice in 29 states.
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
VA
06/01/2023 - Present
Morgan Stanley (Williamsburg VA)
VA
03/20/2007 - 06/28/2023
WELLS FARGO CLEARING SERVICES, LLC (NEWPORT NEWS VA)
IA
Issued 07/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/19/2007
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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