Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerri? Claim Your ProfileKerri Mitchell is an investment advisor representative with Eagle Strategies LLC. Kerri Mitchell has been in the industry since July 2009. Kerri Mitchell's firm is located in Kennewick, WA. Kerri Mitchell has licenses in Alabama, California, Colorado, Florida, Idaho, Maine, Michigan, Missouri, Montana, Nebraska, Nevada, New Mexico, Ohio, Oregon, Texas, Utah, and Washington. Kerri Mitchell's specializations include: Fixed Annuities, Variable Annuities, Life Insurance, Mutual Funds, Registered Investment Companies, and Retirement Planning. Kerri Mitchell's previous employment history includes U.S. Bancorp Investments, Inc. in Benton City, WA and Bancwest Investment Services, Inc. in Omaha, NE.
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.
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2
WA
02/22/2011 - Present
Eagle Strategies LLC (KENNEWICK WA)
WA
03/19/2008 - 02/18/2009
U.S. BANCORP INVESTMENTS, INC. (BENTON CITY WA)
NE
07/31/2007 - 02/28/2008
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
IA
Issued 11/13/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/30/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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