Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth W. Martens is a financial advisor registered with Morgan Stanley in PURCHASE, NY. Kenneth has been in the industry since January 8, 2017. Kenneth is licensed to conduct business in New York. Kenneth has passed the Series 6, Series 7, and Series 63 exams. Kenneth is associated with Morgan Stanley, a firm which has approximately 15,700 licensed agents, 22,500 investment advisor representatives, and 26,100 registered representatives. Morgan Stanley manages $1.4 trillion in regulatory assets.
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
NY
08/13/2022 - Present
Morgan Stanley (PURCHASE NY)
NY
11/15/2013 - 06/18/2019
NYLIFE SECURITIES LLC (MELVILLE NY)
BC
Issued 07/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2013
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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