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The Walker/Morse Group
at Morgan Stanley Smith Barney
at Morgan Stanley Smith Barney
Financial Advisors
Reckson Executive Park
58 South Service Rd
Melville, NY 11747
58 South Service Rd
Melville, NY 11747
tel: 631-755-8961
toll free: 800-477-7522
fax: 631-755-8999
toll free: 800-477-7522
fax: 631-755-8999
Group Details
Richard L. Morse, CIMA®
Vice President - Wealth Management
Retirement Plan Consultant
Senior Investment Management Specialist/
Financial Advisor
Financial Planning Specialist
Retirement Plan Consultant
Senior Investment Management Specialist/
Financial Advisor
Financial Planning Specialist
tel: 631-755-8961
toll free: 800-477-7522
fax: 631-755-8999
Professional Details
- 1993 - present: Morgan Stanley Smith Barney*
Financial Advisor
Melville, NY - 1980 - 1993: AIMS, Inc.
Vice President
Syosset, NY - 1978 - 1980: Loeb & Troper, CPA''''s
Auditor
New York, NY - BS - Accounting, 1978
Ithaca College
Ithaca, NY - Financial Planning Specialist Program Smith Barney
- Certified Investment Management AnalystSM
The Wharton School
University of Pennsylvania - Series 7, 63, and 65, 1994
- Business Advisory Council
YAI / National Institute for People with Disabilities
New York, NY - Board Member
Dix Hills Jewish Center
Dix Hills, NY - Trustee/Financial Secretary
SAJES
Commack, NY - Board Member
Kenya Education Fund
New York, NY
Richard L. Morse, CIMA® is licensed in the following state(s): AZ, CA, CO, CT, FL, GA, HI, MA, MD, MN, NC, NJ, NM, NY, PA, SC, TX, VA, VT
Kenneth K. Walker
First Vice President - Wealth Management
Financial Advisor
Financial Planning Specialist
Financial Advisor
Financial Planning Specialist
tel: 631-755-8844
toll free: 800-477-7522
fax: 631-755-8999
Professional Details
- 1983 - present: Morgan Stanley Smith Barney*
Financial Advisor
New York, NY - A.B., 1961
Dartmouth
Hanover, NH - M.B.A., 1962
Amos Tuck School
Dartmouth
Hanover, NH - Financial Planning Specialist Program
Smith Barney
Series 7 - General Securities License
Series 63 - Uniform State Exam
Series 65 - Investment Advisory Agent
Series 3 - National Commodity
Futures - Dartmouth Club of L.I.
Alumni Interviewer - Kiwanis Club of Amityville
- A.H.R.C. - Suffolk
Director - N.Y. Special Olympics - Suffolk
Treasurer - Association for Help of Retarded
Children - Suffolk President - Special Olympics Long Island
Tennis Coach
Kenneth K. Walker is licensed in the following state(s): AR, AZ, CA, CO, CT, FL, GA, HI, MA, MD, MN, NC, NJ, NM, NY, PA, RI, SC, TX, VA, VT
Joy Oberstein
Client Service Associate
tel: 631-755-8858
fax: 631-755-8999
Rachael Hanan
Registered Client Service Associate
tel: 631-755-8978
fax: 631-755-8999
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
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