Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Vetter is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in FRONTENAC, MO. Kerry has been in the industry since 1999 and has been registered with the firm since 2009. Kerry has Series 7 and Series 66 licenses and has registrations in several states, including Missouri, Texas, California, Florida, Illinois, and New York. Kerry specializes in providing a range of investment advisory services, including portfolio management for individuals and businesses, performance measurement reports, allocation modeling, IPS, research reports and services, and selection of other advisors. Kerry's previous employment includes positions at Goldman, Sachs & Co. in NEW YORK, NY and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in LOS ANGELES, CA.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MO
01/05/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FRONTENAC MO)
CA
09/29/1997 - 03/19/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
NY
10/25/1996 - 12/17/1996
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 10/22/2009
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/04/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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