Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Christine Dowd has been in the financial services industry since October 18, 2005. Kerry is currently registered with Kestra Investment Services, LLC as a registered representative. Kerry is also a licensed securities agent in the state of New York. Before joining Kestra Investment Services, LLC, Kerry worked at American Portfolios Financial Services, Inc. and Park Avenue Securities LLC. Kerry holds the Series 6, 7, and 63 licenses as well as the SIE exam.
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.
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.
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NY
01/17/2023 - Present
Kestra Investment Services, LLC (Port Jefferson NY)
NY
02/06/2012 - 06/07/2021
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (MELVILLE NY)
NY
03/09/2004 - 02/15/2012
PARK AVENUE SECURITIES LLC (MELVILLE NY)
BC
Issued 03/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/08/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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