Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kofi? Claim Your ProfileKofi Atta is a financial advisor with over 5 years of experience in the industry. Kofi is currently registered with Morgan Stanley and has previously held positions at J.P. MORGAN SECURITIES LLC. Kofi is a licensed Series 63, 66, 7, 9, 10, and 24 registered professional. Kofi is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 63 and Series 66 license. Kofi has a broad range of experience in financial advising and holds licenses in several states.
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
OH
01/14/2022 - Present
Morgan Stanley (Columbus OH)
OH
09/19/2018 - 01/06/2022
J.P. MORGAN SECURITIES LLC (Columbus OH)
OH
04/13/2018 - 08/06/2018
MORGAN STANLEY (COLUMBUS OH)
BOTH
Issued 09/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/25/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/01/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2018
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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