About this Advisor
Heather Kono is a financial advisor based in Cleveland, Ohio, who has been in the industry for 10 years. Kono is an employee of Morgan Stanley. Over the course of their career, they have held roles at Ubs Financial Services Inc, Radstand/Cleveland Clinic and Morgan Stanley. Kono holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Ohio and Texas. Morgan Stanley is an advisory company that has its headquarters in Cleveland, Ohio. The company has offices in 732 locations and a total of 26,500 advisors. It administers $1 trillion in assets across its 2,129,899 client accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advice to 6,380 charitable organizations. Of its 2,129,899 client accounts, just 1% belong to high-net-worth clients who have at least $1 million in assets. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fees charged by Morgan Stanley most likely consist of any combination of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Morgan Stanley Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Heather Kono Work History
Heather has 10 years of experience.
Ubs Financial Services Inc
Heather Kono has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Morgan Stanley
Menlo Park, CA
New York, NY
Walnut Creek, CA
Toms River, NJ
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