Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerrie? Claim Your ProfileKerrie Leigh Milligan is a financial advisor registered with Raymond James & Associates, Inc. with a career in the industry since January 2001. Kerrie has a total of 46 state registrations and holds the Series 31, 7, 6 and SIE licenses. Kerrie's current employment is with Raymond James & Associates, Inc. in BOCA RATON, FL, but has also previously worked at MORGAN STANLEY in CHICAGO, IL. Kerrie provides portfolio management for individuals and businesses, as well as financial planning and pension consulting services.
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.
Please see note in schedule d - miscellaneous
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
FL
07/02/2015 - Present
Raymond James & Associates, Inc. (BOCA RATON FL)
IL
06/01/2009 - 10/17/2012
MORGAN STANLEY (CHICAGO IL)
IL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CHICAGO IL)
IL
05/09/2001 - 04/02/2007
MORGAN STANLEY DW INC. (CHICAGO IL)
ME
11/17/2000 - 03/19/2001
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
IA
Issued 06/25/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 06/07/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/16/2000
Series 6 - Investment Company Products/Variable Contracts 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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