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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ramona? Claim Your ProfileRamona Lynn Jenkins is a financial advisor registered with Morgan Stanley. Ramona Lynn Jenkins has been in the industry since June 1993. Ramona Lynn Jenkins is licensed in 37 states and is also registered as an Investment Advisor Representative. In addition to working with Morgan Stanley, Ramona Lynn Jenkins is also a committee member with The Family Place, a child abuse treatment agency, and does direct sales for Mary Kay Cosmetics. Ramona Lynn Jenkins specializes in providing financial advice to a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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
KY
02/20/2020 - Present
Morgan Stanley (Louisville KY)
KY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LOUISVILLE KY)
KY
05/09/1994 - 04/02/2007
MORGAN STANLEY DW INC. (LOUISVILLE KY)
NY
06/30/1993 - 05/18/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/06/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 06/28/1993
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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