Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerolous? Claim Your ProfileKerolous N Botros is an active investment advisor representative. Kerolous is currently registered with Principal Securities, Inc., located in Raleigh, NC. Kerolous has been in the securities industry since April 19, 2010. Kerolous has a history of working with individuals and companies, including high-net-worth individuals, corporations, and charitable organizations. Kerolous is also registered with the state of North Carolina as an investment advisor representative. Kerolous has passed the Series 6, Series 63, Series 65 and the SIE exams.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NC
07/03/2018 - Present
Principal Securities, Inc. (Raleigh NC)
NC
05/16/2011 - 07/27/2011
CAPTRUST FINANCIAL ADVISORS (RALEIGH NC)
NC
11/23/2009 - 04/07/2011
NEW ENGLAND SECURITIES (RALEIGH NC)
IA
Issued 07/02/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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