Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Constance? Claim Your ProfileConstance A. Kerr is an investment advisor representative with WEALTHPENN.COMLLC. Constance A. Kerr has been working in the financial services industry since April 30, 1998. Constance A. Kerr is registered with the state of Florida and Texas as an investment advisor representative and also holds the Series 63, Series 65, Series 7 and SIE licenses. Constance A. Kerr has experience with UBS FINANCIAL SERVICES INC., and PRUDENTIAL SECURITIES INCORPORATED.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
05/01/2010 - Present
Wealthpenn.comllc (Fort Lauderdale FL)
FL
08/14/2000 - 12/10/2009
UBS FINANCIAL SERVICES INC. (AVENTURA FL)
NY
05/01/1998 - 08/15/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 7/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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