Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Anne Tasso is a financial professional with over 18 years of experience in the industry. Kerry is registered with Park Avenue Securities LLC and has a Series 7, 6, 24, 26, 51, 63, SIE, and 99TO. Kerry holds multiple state licenses and specializes in financial planning, portfolio management for individuals, and portfolio management for businesses. Previously, Kerry was a registered representative with PRUCO SECURITIES, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
06/29/2018 - Present
Park Avenue Securities LLC (NEW YORK NY)
NJ
06/05/2000 - 01/31/2018
PRUCO SECURITIES, LLC. (ISELIN NJ)
BC
Issued 08/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2011
Series 24 - General Securities Principal Examination
BC
Issued 05/29/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/03/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/02/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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