Unclaimed
Kikelola Oluwatoyin Adegbesan is a financial advisor with Morgan Stanley. Kikelola is registered with the state of California and has been in the industry since 2011. Kikelola previously worked at J.P. Morgan Securities LLC and Chase Investment Services Corp. Kikelola is licensed to offer a range of investment products and services, including investment company products, variable contracts, and securities. Kikelola holds the Series 6 and Series 63 licenses.
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
03/06/2020 - Present
Morgan Stanley (Torrance CA)
CA
10/01/2012 - 02/27/2020
J.P. MORGAN SECURITIES LLC (TORRANCE CA)
CA
02/15/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TORRANCE CA)
BC
Issued 03/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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