Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Levene is a registered representative with Morgan Stanley. Kenneth has been in the securities industry since April 1988. Kenneth currently holds registrations with the Financial Industry Regulatory Authority (FINRA) and with the states of New Jersey and Texas. Kenneth has also held previous registrations with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lehman Brothers Inc., Citigroup Global Markets Inc., and Morgan Stanley & Co. Incorporated. Kenneth is also a registered investment advisor representative in New Jersey and Texas. Kenneth has passed the Series 3, Series 7, Series 63, Series 65, and SIE exams.
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
10/12/2018 - Present
Morgan Stanley (Short Hills NJ)
NJ
05/23/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SHORT HILLS NJ)
NJ
07/31/1993 - 06/12/2008
CITIGROUP GLOBAL MARKETS INC. (FLORHAM PARK NJ)
NY
06/12/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/22/1988 - 05/03/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 04/02/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1989
Series 3 - National Commodity Futures Examination
BC
Issued 03/19/1988
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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