Unclaimed
Kevin Clare is an investment advisor representative with Morgan Stanley Investment Management Inc. based in New York, New York. Kevin has over 5 years of experience in the financial services industry. Kevin's previous employment history includes Morgan Stanley and Eaton Vance Distributors, Inc. Kevin is registered to provide investment advisory services in all 50 states and Puerto Rico. Kevin is also registered with the Financial Industry Regulatory Authority (FINRA). Kevin's specialties include investment management, financial planning, and education.
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.
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.
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.
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.
1
2
NY
01/11/2023 - Present
Morgan Stanley Investment Management Inc. (NEW YORK NY)
NY
11/29/2017 - 01/11/2023
MORGAN STANLEY (New York NY)
BOTH
Issued 11/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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