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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kwayne? Claim Your ProfileKwayne Estrim is a financial advisor currently registered with Morgan Stanley. Kwayne has been in the financial industry since 2017. Before joining Morgan Stanley in 2022, Kwayne was affiliated with Equitable Advisors, LLC, Northwestern Mutual Investment Services, LLC and PFS Investments INC. Kwayne holds the Series 6, 7TO and 63 securities licenses, as well as the SIE exam. Kwayne specializes in portfolio management for individuals, businesses, and investment companies.
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
03/30/2022 - Present
Morgan Stanley (PURCHASE NY)
NY
12/10/2020 - 06/07/2021
EQUITABLE ADVISORS, LLC (MELVILLE NY)
NY
10/05/2018 - 12/23/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
NY
08/11/2017 - 09/28/2018
PFS INVESTMENTS INC. (VALLEY STREAM NY)
BC
Issued 11/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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