Unclaimed
Kenneth James Collett is a financial advisor with Morgan Stanley, a firm that manages over $1.4 trillion in assets. Kenneth has been a registered representative for over 5 years, holding licenses in over 50 states, and has a strong track record of providing financial advice and investment management to individuals and families. Kenneth's expertise includes a variety of services, including financial planning, investment management, and retirement planning. Kenneth is committed to providing personalized financial advice that meets the unique needs of each client. Kenneth and his team at Morgan Stanley are dedicated to providing a high level of service and support to their clients, helping them achieve their financial goals.
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
GA
09/28/2023 - Present
Morgan Stanley (Alpharetta GA)
GA
07/08/2020 - 09/05/2023
E*TRADE SECURITIES LLC (Alpharetta GA)
GA
04/19/2018 - 05/21/2019
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BOTH
Issued 06/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2018
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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