Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Chambers is a financial advisor with over 20 years of experience in the industry. Kerry currently works with Hightower Advisors, LLC, and is registered as a Registered Representative in Colorado. Prior to joining Hightower Advisors, LLC, Kerry was employed by Morgan Stanley, Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kerry holds Series 66, Series 10, Series 9, SIE and Series 7 licenses and is dedicated to providing a wide range of financial services to clients, including financial planning, portfolio management, and pension consulting.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
CO
04/21/2017 - Present
Hightower Advisors, LLC (Colorado Springs CO)
CO
06/01/2009 - 04/05/2017
MORGAN STANLEY (COLORADO SPRINGS CO)
PA
03/18/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BERWYN PA)
NY
09/28/2000 - 10/16/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/06/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/08/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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