Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Luellen is a financial advisor with Edward Jones. Kerry is a Certified Financial Planner and has been in the industry since 1990. Kerry is registered to provide investment advice in 42 states, including Texas and Florida. Kerry is also a licensed agent and registered representative in Texas and Florida. Kerry holds the Series 63, 7, 8, 9, 10, and SIE licenses. Kerry specializes in working with individuals, families, and businesses. Kerry offers financial planning, portfolio management, and investment advice. Kerry works with individuals, families, and businesses to develop and implement personalized financial 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.
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.
See schedule d - miscellaneous
1
2
FL
08/20/2014 - Present
Edward Jones (APOPKA FL)
NA
11/21/1989 - 01/20/1990
ANDERSON, BRYANT & CO.
BC
Issued 04/24/1990
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 10/12/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kerry Luellen is the right advisor for you? Invested Better is here to help.
