Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerri? Claim Your ProfileKerri Lee Miller is a financial professional with over 7 years of experience in the financial services industry. Kerri is currently registered with Pacific Select Distributors, LLC. Prior to that, Kerri was registered with PFS INVESTMENTS INC., in Brookfield, Wisconsin, from June 2016 to December 2023. Kerri holds Series 6, Series 63, and SIE licenses. Kerri is registered in Wisconsin.
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.
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.
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CA
01/10/2024 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
WI
06/22/2016 - 12/31/2023
PFS INVESTMENTS INC. (BROOKFIELD WI)
BC
Issued 08/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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