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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 Russell Sizemore is a registered investment advisor representative with Morgan Stanley. Kenneth has been in the industry since 1987. Kenneth is licensed in 33 states and the District of Columbia. Kenneth previously worked at Citigroup Global Markets Inc. and Wachovia Securities, Inc. Kenneth is a Series 65 and 63 licensed individual. Kenneth also holds Series 7, 9, 10, 31, and SIE licenses. In addition to his work at Morgan Stanley, Kenneth is an elder at the Second Presbyterian Church of Roanoke, Virginia.
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
06/01/2009 - Present
Morgan Stanley (Richmond VA)
VA
10/05/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (RICHMOND VA)
NC
01/19/1995 - 10/24/2001
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
10/22/1987 - 01/26/1995
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 10/09/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/09/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 10/17/1987
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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