Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jalina? Claim Your ProfileJalina Kerr is a financial advisor who has been in the industry since 1993. Jalina is currently registered with Charles Schwab & Co., Inc. Jalina has a wide range of experience and expertise, including Series 7, Series 9, Series 10, Series 24, Series 63, and Series 99TO licenses. She is also registered in all 50 states and the District of Columbia. Jalina is committed to providing her clients with personalized financial advice and guidance. She believes in building strong relationships with her clients and taking a proactive approach to helping them 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AZ
03/28/1994 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
NA
10/29/1993 - 03/31/1994
FIRST COLORADO FINANCIAL SERVICES COMPANY, INC.
WI
08/02/1993 - 10/18/1993
INVEST FINANCIAL CORPORATION (APPLETON WI)
BC
Issued 08/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/30/2007
Series 24 - General Securities Principal Examination
BC
Issued 11/07/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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