Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerri? Claim Your ProfileKerri Connor Podzka is a financial advisor with LPL Financial LLC in Fort Mill, South Carolina. Kerri has been in the financial industry since 2003 and holds a Series 7, Series 63 and SIE licenses. She has experience with a range of financial products and services, including portfolio management, financial planning, pension consulting, and educational seminars. Kerri previously worked at Fidelity Brokerage Services LLC and National Financial Services LLC.
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
SC
11/26/2014 - Present
LPL Financial LLC (FORT MILL SC)
MA
09/07/2006 - 10/28/2014
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
MA
11/25/2003 - 09/07/2006
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
BC
Issued 04/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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