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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 Warren Jamerson is an active broker-dealer and investment advisor representative with over 30 years of experience. Kenneth Jamerson has been registered with Morgan Stanley since December 2013. Previously, Kenneth Jamerson was registered with CITIGROUP GLOBAL MARKETS INC. and LEGG MASON WOOD WALKER, INCORPORATED. Kenneth Jamerson is licensed in several states including Virginia, Texas, and California. Kenneth Jamerson also holds the Series 65, Series 63, Series 10, Series 9, Series 3, Series 7, and SIE exams. Kenneth Jamerson is a board member of the Westhampton Citizens Association. Kenneth Jamerson provides asset allocation advice, financial planning, pension consulting, educational seminars, and portfolio management for businesses, individuals, and investment companies.
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)
NJ
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WARREN NJ)
MD
02/16/1993 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 04/30/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/21/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2015
Series 3 - National Commodity Futures Examination
BC
Issued 02/11/1993
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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