Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harris? Claim Your ProfileHarris Leonard Kerker is a financial advisor with over 35 years of experience in the financial services industry. Harris is currently registered with LPL Financial LLC in Florida, Georgia, and Texas. Previously, Harris worked with INVEST FINANCIAL CORPORATION, INTERSECURITIES, INC., SIGMA FINANCIAL CORPORATION, JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY, JOHN HANCOCK DISTRIBUTORS, INC., EQUICO SECURITIES, INC., THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. Harris has a broad range of experience in providing financial advice and services to a variety of clients, including individuals, families, businesses, and institutions.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
02/14/2018 - Present
LPL Financial LLC (MARGATE FL)
FL
03/31/2009 - 02/14/2018
INVEST FINANCIAL CORPORATION (MARGATE FL)
FL
06/13/2003 - 04/01/2009
INTERSECURITIES, INC. (MARGATE FL)
MI
04/11/1996 - 06/30/2003
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
MA
08/26/1988 - 02/08/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
08/26/1988 - 04/21/1992
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
NA
06/12/1981 - 07/26/1984
EQUICO SECURITIES, INC.
NA
03/24/1981 - 07/26/1984
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
NA
07/23/1979 - 06/12/1981
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BC
Issued 08/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1998
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 08/24/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/15/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Harris Kerker is the right advisor for you? Invested Better is here to help.
