Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerri? Claim Your ProfileKerri Ann Patrick has been a financial advisor since April 1995. Kerri has worked with a number of financial firms, including Wall Street Financial Group, Inc., Allmerica Investments, Inc., Commonwealth Financial Network, SunAmerica Securities, Inc., and Sagepoint Financial, Inc. Kerri is currently a Registered Representative with LPL Financial LLC and has been with the firm since October 2017. Kerri is registered in 17 states as a Broker-Dealer and 2 states as an Investment Advisor Representative.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
10/14/2020 - Present
LPL Financial LLC (WEST LINN OR)
OR
10/31/2005 - 11/08/2017
SAGEPOINT FINANCIAL, INC. (WEST LINN OR)
AZ
02/04/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MA
09/25/2002 - 02/10/2004
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
NY
07/09/2002 - 09/25/2002
WALL STREET FINANCIAL GROUP, INC. (VICTOR NY)
MA
04/18/1995 - 07/05/2002
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 07/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/17/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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