linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kerri Lynn Self

Cambridge Investment Research, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kerri? Claim Your Profile

About Kerri Lynn Self

Kerri Lynn Self is a financial advisor with Cambridge Investment Research, Inc. located in Roseville, CA. Kerri has been in the industry since 2008 and has a strong track record of success. She holds Series 6, 7, 24, and 63 licenses, and is registered in California. Previously, Kerri was a financial advisor for Lincoln Financial Advisors Corporation, Northwestern Mutual Investment Services, LLC, and Financial Network Investment Corporation. Kerri is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Kerri Self is currently registered with Cambridge Investment Research, Inc.. Cambridge Investment Research, Inc. is a corporation formed in October 1995. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

658

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kerri Self’s Registration & Firm History

CA

08/15/2016 - Present

Cambridge Investment Research, Inc. (Roseville CA)

CA

04/16/2014 - 08/03/2016

LINCOLN FINANCIAL ADVISORS CORPORATION (ROSEVILLE CA)

CA

06/05/2012 - 04/08/2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ROSEVILLE CA)

CA

08/15/2011 - 05/04/2012

FINANCIAL NETWORK INVESTMENT CORPORATION (SACRAMENTO CA)

CA

09/24/2008 - 09/02/2009

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ROSEVILLE CA)

Not sure if Kerri Lynn Self is right for you?

Licenses & Designations

BC

Issued 10/03/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/16/2023

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/29/2015

Series 7 - General Securities Representative Examination

BC

Issued 09/23/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kerri Lynn Self.
Not sure if Kerri Lynn Self is right for you?