Unclaimed
Kerry McDermott is a financial advisor with Wealth Enhancement Brokerage Services, LLC. Kerry has been in the industry since July 19, 2006. Kerry holds Series 6, 7 and 63 securities licenses and is currently registered in New York. Prior to joining Wealth Enhancement Brokerage Services, LLC, Kerry was employed by E*TRADE SECURITIES LLC, Charles Schwab & Co., Inc. and Northwestern Mutual Investment Services, LLC.
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
MN
07/12/2022 - Present
Wealth Enhancement Brokerage Services, LLC (PLYMOUTH MN)
NJ
02/17/2022 - 07/18/2022
E*TRADE SECURITIES LLC (Jersey City NJ)
NY
02/11/2019 - 08/13/2021
E*TRADE SECURITIES LLC (New York NY)
NY
03/29/2011 - 01/21/2019
CHARLES SCHWAB & CO., INC. (NEW YORK CITY NY)
NY
11/30/2009 - 02/07/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (COMMACK NY)
NY
11/11/2005 - 10/16/2009
CHARLES SCHWAB & CO., INC. (GREAT NECK NY)
IL
09/20/2005 - 11/08/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BC
Issued 10/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/19/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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