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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Kirkland is a financial advisor with Morgan Stanley. Steven has been in the industry since 1998 and has worked with a variety of clients, including high-net-worth individuals, institutions, and corporations. Steven has a strong track record of success and is committed to providing his clients with the highest level of service. Steven's expertise includes financial planning, portfolio management, and investment advisory services. He has a Series 3, 7, 9, 10, 63, and 65 licenses. Steven has a strong understanding of the financial markets and is committed to helping his 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
OK
06/01/2009 - Present
Morgan Stanley (Oklahoma City OK)
OK
12/16/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TULSA OK)
MO
03/11/1998 - 12/16/1998
EVEREN SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 04/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/18/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2015
Series 3 - National Commodity Futures Examination
BC
Issued 03/05/1998
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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