Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Aldrich is a financial advisor with Truist Securities, Inc. based in Boston, MA. Kerry has over 25 years of experience in the financial services industry. Kerry has held several leadership positions, including Registered Options Principal and General Securities Principal. Kerry's experience includes working for firms such as EVERCORE GROUP L.L.C., INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC, WUNDERLICH SECURITIES, INC., FTN EQUITY CAPITAL MARKETS CORP., JEFFERIES & COMPANY, INC., BANC OF AMERICA SECURITIES LLC, J.P. MORGAN SECURITIES INC., MORGAN STANLEY & CO., INCORPORATED, and LEHMAN BROTHERS INC. Kerry is licensed in all 50 states and the District of Columbia.
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.
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.
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2
MA
06/24/2024 - Present
Truist Securities, Inc. (BOSTON MA)
MA
12/22/2015 - 05/31/2024
EVERCORE GROUP L.L.C. (Boston MA)
MA
11/16/2011 - 12/31/2015
INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (BOSTON MA)
MA
04/26/2010 - 11/15/2011
WUNDERLICH SECURITIES, INC. (BOSTON MA)
MA
10/28/2008 - 02/08/2010
FTN EQUITY CAPITAL MARKETS CORP. (BOSTON MA)
MA
06/29/2006 - 11/21/2007
JEFFERIES & COMPANY, INC. (BOSTON MA)
MA
04/28/2004 - 06/29/2006
BANC OF AMERICA SECURITIES LLC (BOSTON MA)
NY
05/01/2001 - 04/20/2004
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
05/26/1999 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
07/08/1996 - 05/20/1999
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
11/29/1995 - 07/22/1996
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 12/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2006
Series 4 - Registered Options Principal Examination
BC
Issued 09/06/2001
Series 24 - General Securities Principal Examination
BC
Issued 08/03/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/27/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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Nasdaq Stock Market
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