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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Jay Berk is an investment advisor representative at Morgan Stanley. Kenneth has been in the industry since 1988 and is registered in 37 states. Kenneth has a Series 7 and Series 63 license and is also registered with FINRA as a registered representative. Kenneth is registered as an investment advisor representative with Morgan Stanley and also as an investment advisor representative with Citigroup Global Markets Inc. Kenneth has previously worked with Morgan Stanley DW Inc. and Dean Witter Reynolds Inc. Kenneth specializes in providing financial planning, asset allocation advice, and portfolio management for businesses, individuals, and investment companies. Kenneth also conducts educational seminars.
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
NJ
03/19/2012 - Present
Morgan Stanley (Paramus NJ)
NJ
11/25/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PARAMUS NJ)
NY
08/10/1989 - 11/28/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
05/25/1988 - 08/01/1989
DEAN WITTER REYNOLDS INC.
BC
Issued 06/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
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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