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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenyatta? Claim Your ProfileKenyatta Harris is an investment advisor representative with Morgan Stanley and has been in the financial services industry for over 11 years. Kenyatta is licensed to provide investment advice in Georgia and Texas and has held various roles at Charles Schwab & Co., Inc. and Charles Schwab Bank in the past. Kenyatta holds several professional licenses including Series 63, 66, 7, 9, 10, 24, and SIE.
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
GA
03/28/2022 - Present
Morgan Stanley (Atlanta GA)
GA
11/05/2010 - 02/17/2022
CHARLES SCHWAB & CO., INC. (Atlanta GA)
BOTH
Issued 08/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/13/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/08/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2010
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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