Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kingman? Claim Your ProfileKingman K Lowe is an investment advisor representative at Morgan Stanley with over 25 years of experience in the financial services industry. Kingman has been registered with the firm since June 2009. Prior to joining Morgan Stanley, Kingman worked at Morgan Stanley DW Inc. and Morgan Stanley & Co. Incorporated. Kingman holds Series 7, Series 31, Series 63, and Series 65 securities licenses. Kingman is also registered as an investment advisor in 39 states. Kingman provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions.
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
07/23/2021 - Present
Morgan Stanley (Pleasanton CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PLEASANTON CA)
CA
07/24/1998 - 04/02/2007
MORGAN STANLEY DW INC. (PLEASANTON CA)
IA
Issued 10/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 07/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kingman Lowe is the right advisor for you? Invested Better is here to help.
