Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerri? Claim Your ProfileKerri Willoughby is a financial advisor who has been in the industry since 2008. Kerri is currently registered with Raymond James Financial Services Advisors, Inc. in Alaska and Texas. Kerri is also registered as an Investment Advisor Representative in Alaska and Texas. Kerri is a dedicated professional who provides a variety of financial services to individuals, businesses, and institutions. Kerri's commitment to excellence is reflected in her impressive track record of success. Kerri is also an active member of the community and is committed to giving back.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AK
10/20/2022 - Present
Raymond James Financial Services Advisors, Inc. (Juneau AK)
AK
07/14/2008 - 10/21/2022
EDWARD JONES (JUNEAU AK)
BOTH
Issued 07/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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