Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerrie? Claim Your ProfileKerrie Debbs is a financial advisor who is registered in both North Carolina and New Jersey. Kerrie has over 20 years of experience in the financial services industry, having previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated in both New York and New Jersey. Currently, Kerrie is a registered representative and investment advisor representative with Main Street Financial Solutions, LLC. Kerrie's areas of specialization include retirement planning, college savings, and estate planning. Kerrie holds the Series 3, 7, 55, and 66 licenses, as well as the Certified Financial Planner designation. Kerrie is committed to providing her clients with personalized financial advice and guidance to help them 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.
Guidance on pension options to ensure a secure financial future.
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.
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NC
03/02/2020 - Present
Main Street Financial Solutions, LLC (APEX NC)
NJ
02/02/2006 - 07/06/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RED BANK NJ)
NY
10/15/1990 - 06/16/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2004
Series 3 - National Commodity Futures Examination
BC
Issued 05/25/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/12/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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