Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwin? Claim Your ProfileEdwin Kerley is a financial advisor with over 30 years of experience in the industry. Edwin has been registered with the state of Missouri as an Investment Advisor Representative with Money Concepts Capital Corp. since 2020. Edwin is also a Certified Financial Planner and a Chartered Financial Consultant. Prior to joining Money Concepts Capital Corp., Edwin was with Lincoln Financial Advisors Corporation for 20 years. Edwin has a strong track record of helping clients 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
FL
06/22/2020 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
KS
06/01/1998 - 06/27/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (OVERLAND PARK KS)
KS
09/06/2001 - 06/22/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (OVERLAND PARK KS)
PA
11/28/1989 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
CT
06/18/1985 - 11/13/1989
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BC
Issued 06/17/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/16/1990
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/17/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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