Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keralee? Claim Your ProfileKeralee Sutton is a financial advisor who has been in the industry since 1993. Keralee is currently registered with Edward Jones and has previously worked at Morgan Stanley Smith Barney, Citigroup Global Markets Inc., BancWest Investment Services, Inc., Mutual Securities, Inc., and U.S. Bancorp Securities. Keralee provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and retirement plans. Keralee is licensed in Arizona, California, Colorado, Florida, Idaho, Kansas, Nevada, North Carolina, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Utah, Washington, and Wyoming.
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.
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.
See schedule d - miscellaneous
1
2
ID
09/22/2022 - Present
Edward Jones (FRUITLAND ID)
OR
06/01/2009 - 04/11/2011
MORGAN STANLEY SMITH BARNEY (ONTARIO OR)
ID
04/20/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WEISER ID)
NE
03/29/1999 - 04/27/2000
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
CA
06/05/1996 - 04/06/1999
MUTUAL SECURITIES, INC. (CAMARILLO CA)
OR
05/13/1996 - 05/28/1996
U.S. BANCORP SECURITIES (PORTLAND OR)
WI
10/20/1993 - 05/20/1996
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 10/25/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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