Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Kerrick-nusky is a registered investment advisor with Raymond James & Associates, Inc. Angela has been in the industry since 2014 and has experience working with individuals, businesses, and charitable organizations. Angela has also been registered as an Investment Advisor Representative (IAR) in Kentucky since 2014, and she has passed the Series 7, Series 66, and Series SIE examinations. Angela has also held an IAR position with Fifth Third Securities, Inc. and has extensive experience with a variety of financial planning services. Angela is committed to providing her clients with personalized financial advice to help them 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.
Please see note in schedule d - miscellaneous
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.
1
2
KY
09/20/2024 - Present
Raymond James & Associates, Inc. (LOUISVILLE KY)
KY
06/19/2014 - 12/23/2020
FIFTH THIRD SECURITIES, INC. (LOUISVILLE KY)
BOTH
Issued 03/23/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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