Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keri? Claim Your ProfileKeri Alexina Walsh is a financial advisor with Osaic FA, Inc. and Osaic FS, Inc. located in Fort Wayne, Indiana. Keri has been in the financial services industry since March 2012 and is registered to provide securities related services in North Carolina. Keri holds Series 4, 7, 24, 52, 53 and 63 licenses and has several years of experience in providing financial and investment advice to individuals, businesses, corporations, and pension and profit-sharing plans. Keri is committed to helping her clients 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.
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.
Retirement plan consulting services provided on a limited basis.
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.
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2
IN
01/27/2014 - Present
Osaic FA, Inc. (FORT WAYNE IN)
NH
02/24/2012 - 05/28/2013
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BC
Issued 03/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2015
Series 4 - Registered Options Principal Examination
BC
Issued 06/04/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/10/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2015
Series 52 - Municipal Securities Representative Examination
BC
Issued 02/23/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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