Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Gu is a financial advisor registered with Morgan Stanley & Co. LLC in Menlo Park, California. Kevin Gu has been in the financial services industry since March 30, 2019. Kevin Gu holds the Series 79TO, Series 63 and SIE licenses.
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.
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.
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CA
08/26/2024 - Present
Morgan Stanley & Co. LLC (Menlo Park CA)
CA
03/15/2019 - 08/09/2024
WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)
BC
Issued 09/17/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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