Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Ann Boyle is a financial professional with over 10 years of experience in the industry. Kerry is currently registered with Avantax Investment Services, Inc. and holds Series 7 and Series 63 licenses. Kerry is located in Parsippany, NJ. Prior to joining Avantax Investment Services, Inc., Kerry worked at Hennion & Walsh, Inc., Wells Fargo Advisors Financial Network, LLC, and Feldstein Financial Group, 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
NJ
05/10/2023 - Present
Avantax Investment Services, Inc. (PARSIPPANY NJ)
NJ
12/22/2022 - 01/12/2023
HENNION & WALSH, INC. (PARSIPPANY NJ)
NJ
12/03/2021 - 08/08/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WARREN NJ)
NJ
09/22/2014 - 08/10/2020
FELDSTEIN FINANCIAL GROUP, LLC (Basking Ridge NJ)
NC
10/10/1995 - 05/07/1998
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
MA
01/17/1995 - 07/06/1995
TUCKER ANTHONY INCORPORATED (BOSTON MA)
BC
Issued 09/01/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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