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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Constance? Claim Your ProfileConstance Kerr is a registered investment advisor with Morgan Stanley. Constance Kerr is a veteran in the industry with over 24 years of experience. Constance Kerr holds a Series 7, Series 63, and Series 65 license and is registered in 39 states for securities and in 2 states for investment advice. Constance Kerr also has a SIE license. Constance Kerr provides investment advice to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, insurance companies, and investment companies. Constance Kerr has experience working for other firms including UBS Financial Services Inc. and Prudential Securities Incorporated. Constance Kerr also manages a duplex rental property in Ft. Myers, Florida.
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
Morgan Stanley (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 07/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1998
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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