Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Kerr is a financial advisor with Stifel, Nicolaus & Company, Inc. based in New London, New Hampshire. Gregory Kerr has been in the financial services industry since August 2007. Gregory Kerr is registered with the state of New Hampshire and Texas as an Investment Advisor Representative. Gregory Kerr is a licensed broker-dealer representative in over 40 states including Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Wisconsin, and Wyoming. Gregory Kerr also holds the Series 7, Series 9, Series 10, and Series 65 licenses. Gregory Kerr has experience providing financial planning, portfolio management, and pension consulting. Gregory Kerr is also a member of the Hopkinton Youth Sports Association, where he serves as President.
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.
1
2
NH
10/26/2023 - Present
Stifel, Nicolaus & Company, Inc. (NEW LONDON NH)
RI
11/15/2007 - 09/22/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (LINCOLN RI)
MA
07/19/2007 - 11/07/2007
AXA ADVISORS, LLC (WELLESLEY MA)
IA
Issued 10/25/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/22/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Gregory Kerr is the right advisor for you? Invested Better is here to help.
