Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Dekrey is an active investment advisor registered in both North Dakota and Texas. Kevin has been in the financial industry since 1996 and is currently employed by Morgan Stanley. Kevin has over 25 years of experience and has held previous roles at Citigroup Global Markets Inc. and Morgan Stanley Private Bank, National Association.
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
ND
11/01/2016 - Present
Morgan Stanley (FARGO ND)
ND
01/05/1996 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FARGO ND)
BC
Issued 01/26/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/1996
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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