Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerri? Claim Your ProfileKerri Saperstein is an investment advisor with over 13 years of experience in the financial services industry. Kerri is currently registered with Morgan Stanley. Kerri has held previous registrations with Morgan Stanley & Co. LLC and Goldman Sachs & Co. LLC. Kerri is licensed to provide financial advice and securities products in New York and Texas. Kerri is a Series 66, Series 63 and Series 7 licensed professional.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
05/22/2024 - Present
Morgan Stanley (New York NY)
NY
06/19/2017 - 05/09/2024
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
08/25/2010 - 07/10/2017
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
BOTH
Issued 05/22/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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