Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rose? Claim Your ProfileRose Kamau is a financial advisor with Morgan Stanley, a firm with more than 15,700 licensed agents. Rose is registered in 53 states and is licensed to provide investment advice. Rose is actively engaged in the financial services industry and currently works in the Sandy, UT branch of Morgan Stanley. Rose has several product and state licenses, including Series 7, Series 63, and SIE. Rose has been in the financial industry for 2024-06-11 and holds a Series 7TO license, which allows Rose to provide investment advice to clients. Rose can help clients with a variety of financial needs, including financial planning, asset allocation advice, and portfolio management.
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
UT
06/12/2024 - Present
Morgan Stanley (Sandy UT)
BC
Issued 07/12/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/29/2023
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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