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 Lucas is a financial professional with over 20 years of experience in the industry. Kerry is currently registered with The Huntington Investment Co., based in BROOKVILLE, OH, where Kerry has been employed since 2006. Prior to that, Kerry was with LINSCO/PRIVATE LEDGER CORP. Kerry has a Series 6 and SIE license and holds a registration with the state of Ohio. Kerry specializes in investments, retirement planning, and insurance.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
04/20/2006 - Present
THE Huntington Investment Co. (BROOKVILLE OH)
OH
10/04/2005 - 04/21/2006
LINSCO/PRIVATE LEDGER CORP. (WEST MILTON OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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