Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Kennedy is an investment advisor representative with Morgan Stanley. Melissa Kennedy has been in the industry since January 16, 2015, and has a Series 7TO, Series 63, Series 65, and SIE license. Melissa Kennedy has been registered with Morgan Stanley since June 2009. Prior to that, Melissa Kennedy was registered with Labranche & Co. LLC. Melissa Kennedy is registered with the following state(s): Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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
10/12/2021 - Present
Morgan Stanley (Shrewsbury NJ)
NY
05/22/2001 - 01/03/2007
LABRANCHE & CO. LLC (NEW YORK NY)
IA
Issued 06/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/12/2019
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2003
Series 21 - NYSE Front Line Specialist Clerk
BC
Issued 06/06/2002
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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