Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keri? Claim Your ProfileKeri Vigil is a financial advisor who has been in the industry since 2003. Keri is currently registered with Momentum Independent Network Inc. Keri has held previous positions with Waddell & Reed, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., CitiCorp Investment Services, Essex National Securities, Inc., and State Farm VP Management Corp. Keri is registered with the state of Texas. Keri also has a Series 6, Series 7, Series 63, Series 65, and SIE licenses. Keri specializes in Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses.
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.
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.
12b-1 fees
1
2
TX
09/14/2010 - Present
Momentum Independent Network Inc. (DALLAS TX)
TX
09/30/2009 - 09/23/2010
WADDELL & REED, INC. (ARLINGTON TX)
TX
12/20/2007 - 05/11/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AMARILLO TX)
TX
05/29/2007 - 12/18/2007
CITIGROUP GLOBAL MARKETS INC. (AMARILLO TX)
TX
05/06/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (AMARILLO TX)
CA
01/02/2004 - 05/06/2005
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
IL
08/11/2003 - 01/02/2004
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 10/13/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/08/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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