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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 Wayne Brown is a financial advisor with Morgan Stanley, a firm with over $1.4 trillion in assets under management. Kevin has been in the financial services industry since 1996 and holds a variety of securities licenses, including Series 6, 7, 31 and 63. Kevin is also a registered investment advisor in Kansas, Oklahoma and Texas. Kevin specializes in portfolio management for individuals, businesses, and investment companies. Kevin is also a financial planner, and he provides asset allocation advice and educational seminars. Kevin is committed to providing his clients with the highest quality of service and helping them achieve their financial goals.
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
KS
02/11/2014 - Present
Morgan Stanley (Wichita KS)
KS
04/16/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WICHITA KS)
KS
06/19/1992 - 01/14/1994
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 02/24/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 04/15/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/18/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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