Unclaimed
Kensei Kureha is a financial advisor currently associated with Morgan Stanley. Kensei has been in the industry since October 2010 and has worked for two firms: Morgan Stanley & Co. LLC and E*TRADE SECURITIES LLC. Kensei holds a Series 16 designation which means they are qualified to provide supervisory analyst services. They are registered with FINRA and have worked in the PURCHASE, New York area.
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
11/29/2010 - Present
Morgan Stanley (PURCHASE NY)
NJ
12/10/2020 - 09/05/2023
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
BC
Issued 10/16/2010
Series 16 - NYSE Supervisory Analyst Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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