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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerrie? Claim Your ProfileKerrie Ann Stokes has been in the financial services industry since December 20, 2010. Kerrie Ann Stokes is currently registered with Morgan Stanley and is licensed to provide investment advice in Pennsylvania and Texas. Kerrie Ann Stokes has previously worked for MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and MORGAN STANLEY & CO. INCORPORATED. Kerrie Ann Stokes has a Series 66, Series 7, Series 31 and SIE license and specializes in providing investment advice to high-net-worth individuals, charitable organizations, insurance companies, corporations, and state and municipal governments. Kerrie Ann Stokes provides asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
04/21/2023 - Present
Morgan Stanley (Philadelphia PA)
PA
05/24/2021 - 04/24/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHILADELPHIA PA)
NY
12/09/2010 - 06/18/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MELVILLE NY)
NY
03/10/2008 - 03/16/2009
MORGAN STANLEY & CO. INCORPORATED (SMITHTOWN NY)
NY
09/22/2006 - 08/08/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MELVILLE NY)
BOTH
Issued 10/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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