Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerri? Claim Your ProfileKerri Kimball is a financial advisor who has been in the industry since 2006. Kerri is currently registered with Commonwealth Financial Network and has previous experience with Cambridge Investment Research, Inc., MML Investors Services, LLC, and Park Avenue Securities LLC. Kerri is a Certified Financial Planner and holds the Series 7, Series 24, Series 63 and Series 65 licenses. Kerri specializes in providing financial planning, portfolio management, and investment advice to individuals, corporations, and charitable organizations.
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
NY
06/29/2021 - Present
Commonwealth Financial Network (Chappaqua NY)
NY
03/11/2013 - 02/21/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (NEW YORK NY)
NY
02/01/2011 - 03/11/2013
COMMONWEALTH FINANCIAL NETWORK (NEW YORK NY)
NY
08/27/2007 - 02/03/2011
MML INVESTORS SERVICES, LLC (NEW YORK NY)
NY
11/28/2006 - 08/17/2007
PARK AVENUE SECURITIES LLC (NEW YORK NY)
IA
Issued 02/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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