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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 Petersen is a financial advisor at Morgan Stanley. Kevin Petersen is licensed to provide financial services in 44 states. Kevin Petersen has been in the financial services industry for 10 years and has been with Morgan Stanley since September 2021. Prior to joining Morgan Stanley, Kevin Petersen worked at Edward Jones. Kevin Petersen provides financial planning, portfolio management for individuals, businesses, and investment companies, and educational seminars. Kevin Petersen has a Series 66, Series 7, and SIE licenses. Kevin Petersen is also a Registered Representative of FINRA.
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
CA
10/01/2021 - Present
Morgan Stanley (Torrance CA)
CA
11/22/2019 - 06/29/2021
EDWARD JONES (TORRANCE CA)
BOTH
Issued 12/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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