Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cary? Claim Your ProfileCary Allison is an investment advisor representative at Kera Capital Partners, which is based in San Jose, CA. Cary has over 20 years of experience in the financial industry and has held licenses in multiple states. Cary's specialization is in providing investment advice to individuals, businesses, and investment companies. Prior to joining Kera Capital Partners, Cary was a Financial Advisor at Morgan Stanley for over 14 years. Cary also has experience in insurance sales.
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.
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.
Consulting
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.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
Kera Capital Partners (GRANITE BAY CA)
CA
06/01/2009 - 10/04/2023
MORGAN STANLEY (Roseville CA)
CA
12/03/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FOLSOM CA)
CA
07/01/2003 - 12/04/2007
WACHOVIA SECURITIES, LLC (FOLSOM CA)
NY
09/15/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MN
02/03/1995 - 09/28/2000
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NJ
01/28/1995 - 02/28/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
09/14/1992 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 10/06/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1992
Series 3 - National Commodity Futures Examination
BC
Issued 09/12/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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