Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerri? Claim Your ProfileKerri Willing is a financial advisor in Hannibal, MO, registered with LPL Financial LLC since November 2017. Kerri is also registered with the state of Missouri as an Investment Advisor Representative (IAR). Prior to joining LPL, Kerri was a financial advisor at INVESTMENT CENTERS OF AMERICA, INC. She is also an active CPA and co-owner of TW ACCOUNTING, LLC. Kerri has extensive experience in the financial services industry, specializing in investment management, financial planning, and tax preparation. Kerri is dedicated to providing personalized financial guidance to her clients and helping them achieve their financial goals.
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.
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2
MO
11/29/2017 - Present
LPL Financial LLC (HANNIBAL MO)
MO
12/12/2016 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (Hannibal MO)
BOTH
Issued 01/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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