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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Lekse is a financial advisor at Morgan Stanley. Kimberly is a Series 7, 7TO, 63, and 24 licensed professional with over 10 years of experience in the financial industry. Kimberly specializes in providing a wide range of financial services to a diverse clientele, including individuals, high-net-worth individuals, corporations, investment clubs, and charitable organizations. Kimberly has a proven track record of helping clients achieve their financial goals through personalized advice and a comprehensive approach to investment management.
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
GA
09/09/2023 - Present
Morgan Stanley (Alpharetta GA)
CA
09/30/2010 - 01/19/2017
E*TRADE SECURITIES LLC (SAN DIEGO CA)
BC
Issued 10/09/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2023
Series 24 - General Securities Principal Examination
BC
Issued 09/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/17/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2010
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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