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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Constantine Geaneas is an active investment advisor representative with Level Four Advisory Services. Kerry is licensed in 11 states and has been in the industry for 29 years. Kerry has previously worked at CANTELLA & CO., INC, GUNNALLEN FINANCIAL, INC, RAYMOND JAMES FINANCIAL SERVICES, INC., UBS PAINEWEBBER INC., and A. G. EDWARDS & SONS, INC.. Kerry provides investment advisory services through Level Four Advisory Services to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
FL
11/14/2022 - Present
Level Four Advisory Services (ORMOND BEACH FL)
FL
06/15/2005 - 10/20/2022
CANTELLA & CO., INC. (ORMOND BEACH FL)
FL
06/05/2003 - 06/17/2005
GUNNALLEN FINANCIAL, INC (TAMPA FL)
FL
12/12/2002 - 06/10/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NJ
09/22/2000 - 12/20/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
MO
10/25/1993 - 10/05/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 08/22/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/18/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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