Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerrie? Claim Your ProfileKerrie Lynn Best is a financial advisor with Raymond James & Associates, Inc. based in Anderson, Indiana. Kerrie has been in the financial services industry since 1997 and has a wide range of experience, serving clients of all types, including individuals, corporations, and high-net-worth individuals. Kerrie holds the Series 3, Series 7, and Series 63 licenses, as well as the SIE and Series 65 exams. Kerrie is also registered as an investment advisor in several states.
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
IN
10/10/2018 - Present
Raymond James & Associates, Inc. (Anderson IN)
IN
06/06/2003 - 09/06/2006
MORGAN STANLEY DW INC. (INDIANAPOLIS IN)
NY
01/08/1997 - 06/09/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1998
Series 3 - National Commodity Futures Examination
BC
Issued 01/07/1997
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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