Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nichole? Claim Your ProfileNichole Kennedy Ross is a financial advisor with Morgan Stanley, working out of the New York office. Nichole has been in the financial services industry since March 2020. Her previous roles include experience at RBC Capital Markets, LLC and J.P. Morgan Securities LLC. She is licensed in all 50 states and holds the Series 7TO and Series 66 licenses. Nichole specializes in providing financial planning, portfolio management, and investment advice. She is committed to helping clients achieve their financial goals.
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
06/30/2023 - Present
Morgan Stanley (New York NY)
NY
09/20/2022 - 07/06/2023
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
PA
03/02/2020 - 09/22/2022
J.P. MORGAN SECURITIES LLC (PHILADELPHIA PA)
BOTH
Issued 05/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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