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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 L Duffy is a financial advisor registered with Fidelity Personal and Workplace Advisors. Kerri has been working in the financial industry since April 1998. Kerri has been with Fidelity Personal and Workplace Advisors since July 2018. Kerri also has experience working at Charles Schwab & Co., Inc. and Olde Discount Corporation. Kerri is licensed to sell securities in 53 states and is a registered investment advisor in Illinois and Texas. Kerri specializes in financial planning, portfolio management for businesses and individuals, educational seminars, and selection of other advisors. Kerri has been recognized by her peers as a top advisor in the industry.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SCHAUMBURG IL)
TX
09/04/1998 - 07/14/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MI
03/03/1998 - 08/05/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 06/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/26/1998
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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