Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerri? Claim Your ProfileKerri Koop is a financial advisor with Stifel, Nicolaus & Company, Inc. Kerri has been in the industry since August 2007. Kerri is licensed to sell securities in all 50 states. Kerri's experience includes serving as an investment advisor representative for Chase Investment Services Corp. before joining Stifel, Nicolaus & Company, Inc. Kerri holds the Series 6, 7, and 63 licenses.
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.
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2
NJ
11/14/2008 - Present
Stifel, Nicolaus & Company, Inc. (SHREWSBURY NJ)
NJ
08/09/2007 - 10/27/2008
CHASE INVESTMENT SERVICES CORP. (MIDLAND PARK NJ)
BC
Issued 08/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/07/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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