Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerina? Claim Your ProfileKerina Graham is an investment advisor representative at Stratos Wealth Partners, Ltd. Kerina has been in the industry since June 2006 and is registered in Arizona, California, Nevada, Washington, Alaska, Iowa, Michigan, Illinois, Missouri, Tennessee, Ohio, and North Carolina. Kerina is also an investment advisor representative in Texas. Kerina Graham specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Kerina has been with Stratos Wealth Partners, Ltd. since July 2014 and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Investment Services, 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.
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.
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.
Percentage of assets under management with third party managers
1
2
AZ
03/11/2016 - Present
Stratos Wealth Partners, Ltd. (SCOTTSDALE AZ)
AZ
10/23/2009 - 07/21/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)
AZ
06/14/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SCOTTSDALE AZ)
BOTH
Issued 06/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/15/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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