Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Kelly is a financial advisor with Stifel, Nicolaus & Company, Inc. Kerry has been working in the financial industry since 2003 and has experience with a variety of firms. Kerry is registered in 42 states and is a licensed agent for 6 firms. Kerry's specializations include Fixed Income, Mutual Funds, Retirement Planning, Variable Annuities, Insurance, and Estate Planning.
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
PA
10/12/2020 - Present
Stifel, Nicolaus & Company, Inc. (PITTSBURGH PA)
PA
08/02/2018 - 08/08/2019
PRIVATE CLIENT SERVICES, LLC (Wexford PA)
PA
06/01/2017 - 08/03/2018
LPL FINANCIAL LLC (PITTSBURGH PA)
PA
10/14/2015 - 09/28/2016
INFINEX INVESTMENTS, INC. (Allison Park PA)
PA
09/05/2014 - 10/16/2015
ESSEX NATIONAL SECURITIES, LLC (ALLISON PARK PA)
PA
06/01/2009 - 09/19/2014
MORGAN STANLEY (BUTLER PA)
PA
02/12/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BUTLER PA)
BOTH
Issued 11/25/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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