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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelsey? Claim Your ProfileKelsey Berndt is a financial advisor with Morgan Stanley. Kelsey has been working in the financial services industry since November 14, 2008. Kelsey has a Series 7, Series 63 and Series 65 licenses, as well as a SIE certification. Kelsey specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars, portfolio management for businesses, individuals, and investment companies. Kelsey has experience working with individuals, high-net-worth individuals, insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
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
WI
08/30/2019 - Present
Morgan Stanley (Middleton WI)
IL
02/09/2010 - 08/14/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHICAGO IL)
IL
08/08/2008 - 11/06/2009
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
IA
Issued 08/30/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2008
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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