Unclaimed
Kieran J Brown is an investment advisor representative currently working at Morgan Stanley. Kieran has been in the financial services industry for over 2 years. Kieran is licensed to provide investment advice in New Jersey and New York. Kieran is a Series 66, Series 9 and Series 7TO registered representative. Kieran has worked at Morgan Stanley since 2019 in various locations including Garden City, New York, Purchase, New York, and New York City. Kieran specializes in providing financial planning, educational seminars, and asset allocation advice.
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
NY
10/02/2022 - Present
Morgan Stanley (New York NY)
BOTH
Issued 10/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kieran Brown is the right advisor for you? Invested Better is here to help.