Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerri? Claim Your ProfileKerri Jamison is an investment advisor representative with over 20 years of experience in the financial industry. Kerri is currently registered with Newbridge Financial Services Group, Inc. in Arizona and Louisiana. Kerri has been a licensed attorney since 2010 and has a strong understanding of estate planning. Kerri offers a range of financial services, including financial planning, portfolio management for businesses and individuals, and selection of other advisors. Kerri has experience working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. Kerri is committed to providing personalized financial advice and helping her clients achieve their financial goals.
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.
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.
Promoter fees
1
2
FL
01/08/2019 - Present
Newbridge Financial Services Group, Inc. (BOCA RATON FL)
AZ
07/10/2007 - 10/25/2010
DEWAAY FINANCIAL NETWORK, LLC (SCOTTSDALE AZ)
AZ
08/06/2002 - 06/15/2007
ASSOCIATED SECURITIES CORP. (SCOTTSDALE AZ)
SC
06/03/2002 - 07/11/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CT
05/24/2001 - 05/15/2002
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
BOTH
Issued 04/07/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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