Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerim? Claim Your ProfileKerim Kanlic is a financial professional with over six years of experience in the financial services industry. Kerim holds the Series 4, 7, 9, 10, 24, 63 and SIE licenses, and has been registered with the Financial Industry Regulatory Authority (FINRA) since 2017. Kerim is currently a Registered Principal at &partners. Kerim specializes in providing investment advice to a diverse range of clients, including individuals, corporations, and institutions. Kerim is committed to providing personalized financial guidance and strategies to help 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.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
MO
08/08/2024 - Present
&partners (Clayton MO)
MO
01/19/2024 - 08/12/2024
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MO
10/12/2022 - 10/05/2023
CHARLES SCHWAB & CO., INC. (St Louis MO)
MO
11/06/2017 - 10/05/2023
TD AMERITRADE, INC. (ST. LOUIS MO)
NE
04/08/2019 - 01/25/2021
TD AMERITRADE CLEARING, INC. (OMAHA NE)
MO
06/28/2017 - 01/05/2018
SCOTTRADE, INC. (ST. LOUIS MO)
BC
Issued 07/14/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/05/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/06/2019
Series 4 - Registered Options Principal Examination
BC
Issued 06/05/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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