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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elmore? Claim Your ProfileElmore Kerr is a financial advisor at Snowden Capital Advisors LLC. Elmore has over 40 years of experience in the financial services industry. Elmore specializes in providing financial planning and portfolio management services to individuals, businesses, and institutions. Elmore also has experience in pension consulting and providing selection of other advisers. Previously Elmore worked for Morgan Stanley. Elmore holds FINRA Series 7, 24, and 63 licenses, as well as a Series 65 license for investment advisory services.
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.
A percentage of the total value of assets under management is charged.
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2
NY
02/22/2023 - Present
Snowden Capital Advisors LLC (NEW YORK NY)
NH
01/08/2010 - 03/09/2023
MORGAN STANLEY (LEBANON NH)
NY
04/03/1997 - 12/31/2008
BREAN MURRAY, CARRET & CO., LLC. (NEW YORK NY)
NY
01/06/1989 - 03/07/1997
H. G. WELLINGTON & CO., INC. (NEW YORK NY)
NA
10/04/1984 - 12/31/1988
TUCKER, ANTHONY & R. L. DAY, INC.
NA
03/22/1984 - 11/14/1984
SHEARSON LEHMAN/AMERICAN EXPRESS INC.
NA
06/01/1984 - 07/26/1984
PAINEWEBBER INCORPORATED
NA
05/07/1984 - 06/27/1984
LEHMAN BROTHERS KUHN LOEB INCORPORATED
NA
06/15/1982 - 06/04/1984
PAINE WEBBER MITCHELL HUTCHINS INC.
NA
11/10/1980 - 05/12/1982
AMERICAN SECURITIES CORPORATION
NA
03/06/1979 - 12/01/1980
DEAN WITTER REYNOLDS INC.
NA
03/01/1978 - 01/04/1979
FOURTEEN RESEARCH CORPORATION
IA
Issued 11/27/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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