Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Edwin Kerr has been a registered representative in the financial industry since February 10, 1993. Charles is currently registered with Cambridge Investment Research Advisors, Inc. and has been with the firm since October 2018. Previously, Charles was registered with THE HUNTINGTON INVESTMENT COMPANY, LPL FINANCIAL LLC, FIRSTMERIT FINANCIAL SERVICES, INC, INVEST FINANCIAL CORPORATION, FIRSTMERIT SECURITIES, INC., MIDWESTERN INVESTMENT CORPORATION, BANC ONE SECURITIES CORPORATION, PARKER/HUNTER INCORPORATED, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Charles holds a Series 7, Series 63, and Series 65 license. Charles provides financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, portfolio management for businesses and portfolio management for individuals. Charles is also an Independent Insurance Agent for various independent insurance companies.
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.
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.
Solicitation fees from 3rd party money managers
1
2
OH
10/12/2018 - Present
Cambridge Investment Research Advisors, Inc. (Mayfield Heights OH)
OH
02/01/2017 - 04/03/2018
THE HUNTINGTON INVESTMENT COMPANY (EUCLID OH)
OH
09/18/2013 - 02/01/2017
LPL FINANCIAL LLC (PAINESVILLE OH)
OH
01/14/2010 - 09/18/2013
FIRSTMERIT FINANCIAL SERVICES, INC (PAINESVILLE OH)
OH
07/01/2005 - 01/14/2010
INVEST FINANCIAL CORPORATION (PAINESVILLE OH)
OH
11/23/1999 - 07/01/2005
FIRSTMERIT SECURITIES, INC. (AKRON OH)
OH
07/30/1999 - 10/21/1999
MIDWESTERN INVESTMENT CORPORATION (BEACHWOOD OH)
IL
05/01/1996 - 06/24/1999
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
PA
07/10/1995 - 04/29/1996
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
MN
02/10/1993 - 07/10/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/10/1993 - 07/10/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/03/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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