Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kinita? Claim Your ProfileKinita Copeland is a financial advisor with over 10 years of experience in the industry. Kinita currently works at Morgan Stanley. Kinita's experience includes working with a variety of clients, including high-net-worth individuals, insurance companies, and charitable organizations. Kinita holds the Series 7, 63, and 99 licenses and the SIE exam. Kinita has a proven track record of providing financial advice and investment management services to her clients.
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
07/21/2017 - Present
Morgan Stanley (PURCHASE NY)
NY
10/03/2006 - 01/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 09/25/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2017
Series 99 - Operations Professional Examination
BC
Issued 10/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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