Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Worden is an Investment Advisor Representative at Equity Advisors, LLC. Kerry has been in the financial services industry for more than 16 years. Kerry is registered in California as an Investment Advisor Representative. Kerry has passed the Series 63, Series 65 and the Series 22 exams. Kerry is also the Owner and President of KA Worden Inc DBA American Mortgage Management and is an Independent Contractor for C2 Financial Corporation. Kerry has experience in mortgage brokerage, real estate brokerage, and tax deferral consulting.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting services
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.
A percentage of the total value of assets under management is charged.
Referral fees
1
2
CA
03/01/2022 - Present
Equity Advisors, LLC (Sonora CA)
CO
04/07/2006 - 08/18/2009
WELTON STREET INVESTMENTS LLC (DENVER CO)
IA
Issued 03/02/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2006
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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