Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Zavory is a financial advisor with over 29 years of experience in the industry. Kerry currently works at Wells Fargo Advisors Financial Network, LLC. Prior to that, Kerry worked at UBS Financial Services Inc., Citigroup Global Markets Inc., PIMCO Funds Distributors LLC, Prudential Securities Incorporated, and PaineWebber Incorporated. Kerry specializes in providing financial advice to individuals, families, businesses, and institutions. Kerry has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals. Kerry is a registered representative and investment advisor representative in several states.
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.
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.
Investment consulting services to institutional clients
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.
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2
CT
11/09/2023 - Present
Wells Fargo Advisors Financial Network, LLC (WESTPORT CT)
CT
02/27/2009 - 11/17/2023
UBS FINANCIAL SERVICES INC. (WESTPORT CT)
CT
08/11/2000 - 03/19/2009
CITIGROUP GLOBAL MARKETS INC. (WESTPORT CT)
NY
05/01/2000 - 08/10/2000
PIMCO FUNDS DISTRIBUTORS LLC (NEW YORK NY)
NY
07/10/1996 - 04/24/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
03/09/1994 - 04/16/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 11/13/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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