Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keri? Claim Your ProfileKeri Metcalf Yarbrough is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., with a registration date of February 21, 2024. Previously, Keri has held positions at Park Avenue Securities LLC, Arvest Wealth Management, Morgan Keegan & Company, Inc., and U.S. Bancorp Investments, Inc. Keri is a licensed professional with experience in the financial services industry, holding multiple industry certifications.
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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
AR
02/21/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LITTLE ROCK AR)
AR
07/14/2020 - 09/15/2020
PARK AVENUE SECURITIES LLC (CONWAY AR)
AR
11/04/2008 - 03/01/2018
ARVEST WEALTH MANAGEMENT (LITTLE ROCK AR)
AR
05/01/2007 - 10/24/2008
MORGAN KEEGAN & COMPANY, INC. (LITTLE ROCK AR)
AR
10/12/2005 - 05/01/2007
U.S. BANCORP INVESTMENTS, INC. (LITTLE ROCK AR)
BOTH
Issued 03/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2006
Series 24 - General Securities Principal Examination
BC
Issued 02/21/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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