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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Curtis Miller is a financial advisor with over 20 years of experience in the industry. Kevin Miller is currently registered with Morgan Stanley as a registered representative and investment advisor representative. Kevin Miller holds the Series 7, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials (SIE) exam. Kevin Miller has been associated with Morgan Stanley since June 2009. Prior to joining Morgan Stanley, Kevin Miller was employed by Citigroup Global Markets Inc. and Morgan Stanley & Co. Incorporated. Kevin Miller's specializations include asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses, individuals, and investment companies. Kevin Miller's current employer, Morgan Stanley, manages approximately $10 billion to $50 billion in client assets and has over 335,000 clients. Morgan Stanley offers advisory services, including asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management. Morgan Stanley also offers services to insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities. Kevin Miller's background and experience may be a valuable asset to individuals and families seeking financial advice.
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
MO
06/01/2009 - Present
Morgan Stanley (Chesterfield MO)
MO
11/16/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CHESTERFIELD MO)
MO
08/07/2001 - 11/30/2007
CITIGROUP GLOBAL MARKETS INC. (CHESTERFIELD MO)
IA
Issued 08/01/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2001
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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