Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerrie? Claim Your ProfileKerrie Kik is a financial advisor at Stifel, Nicolaus & Company, Inc. Kerrie has been in the industry since 1998 and is registered in 41 states. Kerrie holds the Series 63, Series 65, Series 7, and SIE licenses. Kerrie also works as a notary public in the state of Michigan. Kerrie provides financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Kerrie has experience working at American Express Financial Advisors Inc. and Natcity Investments, 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.
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.
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.
1
2
MI
03/31/2020 - Present
Stifel, Nicolaus & Company, Inc. (PORTAGE MI)
MI
01/13/2005 - 08/18/2008
NATCITY INVESTMENTS, INC. (KALAMAZOO MI)
MN
05/04/1998 - 12/10/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/04/1998 - 12/10/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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