Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerin? Claim Your ProfileKerin Marie Clark has been working in the financial industry since 1997. Kerin holds Series 6, 7, 63, and 66 licenses and has experience with firms such as U.S. Bancorp Investments, Inc., WM Financial Services, Inc., and Stonehurst Securities, Inc. Currently, Kerin is an Investment Advisor Representative for Gradient Advisors, LLC, where Kerin provides financial planning, portfolio management, and other advisory services. Kerin is registered in Oregon and Washington.
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.
Referral fees
1
2
MN
09/20/2024 - Present
Gradient Advisors, LLC (ARDEN HILLS MN)
MI
01/15/2020 - 10/22/2020
CORECAP INVESTMENTS, LLC (SOUTHFIELD MI)
WA
04/10/2015 - 06/02/2016
CETERA ADVISOR NETWORKS LLC (VANCOUVER WA)
WA
05/02/2012 - 06/11/2013
AMERICAN INDEPENDENT SECURITIES GROUP, LLC (VANCOUVER WA)
CA
04/08/2009 - 01/04/2010
STONEHURST SECURITIES, INC. (FOLSOM CA)
OR
02/26/2009 - 04/13/2009
WORLD GROUP SECURITIES, INC. (PORTLAND OR)
OR
07/21/2008 - 12/31/2008
BRECEK & YOUNG ADVISORS, INC. (HILLSBORO OR)
CA
10/22/2007 - 07/22/2008
STONEHURST SECURITIES, INC. (FOLSOM CA)
OR
08/12/2004 - 11/02/2007
BRECEK & YOUNG ADVISORS, INC. (BEAVERTON OR)
CA
11/05/2001 - 08/12/2004
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
06/25/1998 - 10/23/2001
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MN
09/03/1997 - 06/08/1998
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
OR
12/12/1995 - 09/03/1997
U.S. BANCORP SECURITIES (PORTLAND OR)
BOTH
Issued 05/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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