Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerri? Claim Your ProfileKerri Farren is a financial advisor who has been registered with the Securities and Exchange Commission (SEC) since 2005. Kerri is currently affiliated with Summit Global Investments, LLC and is a registered investment advisor. Kerri's past affiliations include United Planners' Financial Services of America A Limited Partner, Transamerica Financial Advisors, Inc., and World Group Securities, Inc. Kerri has a broad range of experience in the financial services industry and offers a variety of services to clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Analytical 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
UT
10/24/2023 - Present
Summit Global Investments, LLC (BOUNTIFUL UT)
CO
01/05/2024 - 06/27/2024
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (ENGLEWOOD CO)
CO
01/06/2012 - 09/27/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (GREENWOOD VILLAGE CO)
CO
12/21/2005 - 01/06/2012
WORLD GROUP SECURITIES, INC. (CENTENNIAL CO)
GA
10/25/2005 - 12/08/2005
WORLD GROUP SECURITIES, INC. (DULUTH GA)
FL
02/15/2005 - 09/16/2005
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BC
Issued 12/02/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/11/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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