Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Batchelor Watterson is a financial advisor with over 20 years of experience in the industry. Kerry is currently registered with Stratos Wealth Partners, Ltd., an independent investment advisor firm, where Kerry provides investment advisory services. Kerry also works with LPL Financial LLC. Prior to joining Stratos Wealth Partners, Ltd., Kerry worked at McDonald Partners LLC and UBS Financial Services Inc. Kerry holds Series 7, 66, 31, and SIE licenses. Kerry specializes in providing financial advice to individuals, corporations, and charitable organizations. Kerry also provides financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
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.
Percentage of assets under management with third party managers
1
2
OH
08/22/2022 - Present
Stratos Wealth Partners, Ltd. (Beachwood OH)
OH
11/20/2009 - 08/22/2022
MCDONALD PARTNERS LLC (CLEVELAND OH)
OH
02/09/2007 - 12/02/2009
UBS FINANCIAL SERVICES INC. (WESTLAKE OH)
OH
11/11/2002 - 02/09/2007
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 11/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 11/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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