Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerina? Claim Your ProfileKerina Koch is an investment advisor representative at LNW. Kerina has over 10 years of experience in the financial services industry. Kerina is registered with the state of California. Kerina is Series 7, 24, 52, 53, 66, and SIE licensed. Kerina specializes in portfolio management for individuals, pooled investment vehicles and charitable organizations. Kerina also provides financial planning, educational seminars and publications. Previously, Kerina was a registered representative at Funding Circle Securities LLC, Protected Investors of America, Gordian Investments, LLC and Burrill Securities. Kerina was also an employee of Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kerina is a volunteer mentor to high school students and a volunteer for BlackFem, Inc.
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.
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2
CA
05/01/2017 - Present
LNW (San Francisco CA)
CA
03/21/2016 - 07/27/2016
FUNDING CIRCLE SECURITIES LLC (SAN FRANCISCO CA)
CA
01/02/2015 - 05/08/2015
PROTECTED INVESTORS OF AMERICA (SAN FRANCISCO CA)
CA
09/03/2013 - 05/08/2015
GORDIAN INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
03/10/2014 - 10/14/2014
BURRILL SECURITIES (SAN FRANCISCO CA)
CA
07/20/2012 - 04/11/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
BOTH
Issued 09/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/24/2013
Series 24 - General Securities Principal Examination
BC
Issued 07/27/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2015
Series 52 - Municipal Securities Representative Examination
BC
Issued 09/05/2014
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 07/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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