Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Bolinder is a financial advisor who has been active in the industry since June 22, 2000. Kerry is currently employed at Morgan Stanley in Boston, MA. Previously, Kerry was employed by Raymond James & Associates, Inc. in Chicago, IL and Boston, MA and J.P. Morgan Securities LLC in Chicago, IL. Kerry is registered to provide investment advice in 55 states and territories.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MA
04/20/2017 - Present
Morgan Stanley (Boston MA)
MA
01/31/2017 - 04/10/2017
RAYMOND JAMES & ASSOCIATES, INC. (Boston MA)
IL
02/28/2014 - 08/14/2015
RAYMOND JAMES & ASSOCIATES, INC. (CHICAGO IL)
IL
01/13/2014 - 03/19/2014
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
12/07/1998 - 12/23/2013
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
BOTH
Issued 12/06/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/04/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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