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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 Thayer Johnson is a financial advisor at Morgan Stanley. Kevin has been in the financial industry since February 17, 1997. Kevin is registered to provide investment advice in 45 states, including Florida, Georgia and Texas. Kevin holds the following securities licenses: Series 7, Series 31, Series 63, Series 65 and SIE. Kevin has also passed the Futures Managed Funds Examination. Kevin's previous employers include MORGAN STANLEY & CO. INCORPORATED and MORGAN STANLEY DW INC. Kevin has specialized in investment club, insurance company, investment company, charitable organization, high-net-worth individual, banking or thrift institution, pension and profit-sharing plan, corporation or other business, individual other than high-net-worth, state or municipal government entity client types.
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
FL
05/05/2020 - Present
Morgan Stanley (Naples FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NAPLES FL)
FL
02/18/1997 - 04/02/2007
MORGAN STANLEY DW INC. (NAPLES FL)
IA
Issued 03/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 02/13/1997
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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