Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerri? Claim Your ProfileKerri Llewellyn is a financial advisor with Cetera Investment Advisers LLC. Kerri has been in the financial services industry since June 2002. She is registered with the state of Pennsylvania and has Series 6, 7, 63 and 66 securities licenses. Kerri also holds the SIE exam. She specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Kerri has experience working with a wide range of clients, including high-net-worth individuals, corporations, and retirement plans. Kerri is committed to providing her clients with personalized financial advice and guidance.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
06/25/2019 - Present
Cetera Investment Advisers LLC (MONROEVILLE PA)
PA
06/21/2002 - 02/13/2014
LPL FINANCIAL LLC (MONROEVILLE PA)
BOTH
Issued 6/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2014
Series 7 - General Securities Representative Examination
BC
Issued 6/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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