Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerri? Claim Your ProfileKerri Lynn Rail is an active investment advisor representative with J.p. Morgan Securities LLC and has been in the industry since May 29, 2015. Kerri Rail has held previous positions with UBS Financial Services Inc., Salomon Smith Barney Inc., Salomon Brothers Inc., and PaineWebber Incorporated. Kerri Lynn Rail is registered in 53 states and has passed the Series 7TO, SIE, Series 55, and Series 7 exams. Kerri Lynn Rail is also registered as an Investment Advisor Representative in New Jersey and New York.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
01/14/2025 - Present
J.p. Morgan Securities LLC (New York NY)
NJ
03/30/2021 - 03/29/2022
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
05/15/1998 - 08/08/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
05/15/1998 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
NJ
08/12/1996 - 04/23/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 10/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/08/2020
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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