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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent Atkinson is a financial advisor with over 35 years of experience in the industry. Kent is currently registered with Morgan Stanley in Barrington, IL. Kent has been with Morgan Stanley since 2007 and has extensive experience in providing investment advice and financial planning to individuals, families, and businesses. Prior to joining Morgan Stanley, Kent worked for firms such as Griffin, Kubik, Stephens & Thompson, Inc. and Elwyn, Willbert & Haig Inc. Kent has a strong understanding of the financial markets and is committed to providing his clients with personalized financial solutions. Kent holds Series 7, 22, and 63 licenses, as well as the SIE and Series 65.
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
IL
06/01/2009 - Present
Morgan Stanley (Barrington IL)
IL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BARRINGTON IL)
IL
01/22/2007 - 04/02/2007
MORGAN STANLEY DW INC. (BARRINGTON IL)
IL
04/22/1988 - 01/23/2007
GRIFFIN, KUBIK, STEPHENS & THOMPSON, INC. (CHICAGO IL)
NA
07/24/1985 - 07/26/1990
D'MARTINE FINANCIAL SERVICES, INC.
NA
05/04/1984 - 06/24/1985
ELWYN, WILLBERT & HAIG INC.
IA
Issued 06/12/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 05/03/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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