Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kera? Claim Your ProfileKera Lyn Morris is a financial advisor with over 20 years of experience in the industry. Kera is currently registered with Fidelity Brokerage Services LLC. Kera holds a Series 7, Series 63, Series 65, and SIE licenses. Kera previously worked with Fidelity Investments Institutional Services Company, Inc., ADP Broker-Dealer, Inc., Scudder Distributors, Inc., and Scudder Investor Services, Inc.
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.
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.
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2
RI
01/01/2008 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
TX
05/23/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
NJ
05/30/2003 - 03/16/2006
ADP BROKER-DEALER, INC. (ROSELAND NJ)
IL
10/19/2001 - 05/30/2003
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
NY
07/26/1999 - 10/19/2001
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
BC
Issued 06/27/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/15/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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