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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerri? Claim Your ProfileKerri Tuckey is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. She has been in the industry since 1986 and has a wide range of experience. Kerri is a licensed securities professional with a strong track record of success. Kerri is committed to providing her clients with personalized financial advice and investment strategies. Kerri Tuckey holds a Series 7, Series 6, Series 22, Series 53 and Series 66. She is registered in 26 states including Michigan, Texas, Arizona, California, Colorado and Florida.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MI
05/17/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FARMINGTON HILLS MI)
NY
10/30/1995 - 02/09/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
FL
05/30/1989 - 09/19/1995
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
MA
11/12/1986 - 05/18/1989
MUTUAL SERVICE CORPORATION (BOSTON MA)
BOTH
Issued 04/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/1992
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/22/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/07/1986
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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