Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerri? Claim Your ProfileKerri Kozol is a financial professional with Janney Montgomery Scott LLC. Kerri has a Series 63, Series 79TO, and SIE. Kerri is registered in Pennsylvania. Kerri's firm is headquartered in Philadelphia, PA.
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.
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.
Fee plus commission
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PA
09/11/2023 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
BC
Issued 08/14/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/11/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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