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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kitty? Claim Your ProfileKitty Han yee Kong is a financial advisor at Morgan Stanley, with over 25 years of experience in the financial industry. Kitty has a strong track record of providing personalized financial planning, portfolio management and investment advice to individuals, families, businesses, and institutions. Kitty's approach is based on a deep understanding of her clients' financial goals, needs, and risk tolerance. She works closely with clients to develop and implement customized investment strategies designed to help them achieve their financial objectives. Kitty is registered with the state of Texas and is licensed to sell securities in over 40 states. Kitty's previous experience includes working with firms such as RBC Dain Rauscher Inc., Tucker Anthony Incorporated, and Pruco Securities Corporation.
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
NJ
03/23/2012 - Present
Morgan Stanley (Morristown NJ)
NJ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MORRISTOWN NJ)
NJ
06/28/2005 - 04/02/2007
MORGAN STANLEY DW INC. (MORRISTOWN NJ)
NY
03/09/2002 - 07/06/2005
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
04/06/2000 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NJ
05/12/1999 - 08/04/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
04/09/1996 - 04/19/1999
GIBRALTAR SECURITIES CO. (FLORHAM PARK NJ)
IA
Issued 06/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1996
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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