Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerri? Claim Your ProfileKerri Ruth Evans has been in the financial industry since January 2, 2008. Kerri is currently registered with Fidelity Brokerage Services LLC. Kerri is registered in 53 states and the District of Columbia. Kerri Evans has passed the Series 6, Series 7TO, and SIE exams. Kerri was previously registered with FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC.
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.
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.
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2
TX
01/03/2012 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
01/02/2008 - 01/03/2012
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BC
Issued 02/01/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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