Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Castonguay is an active Investment Advisor Representative with Cambridge Investment Research Advisors, Inc.. Kerry has been in the financial industry since 2005. Kerry has a Series 66, Series 7, and Series 24 license. Kerry is also registered with the states of Connecticut, Florida, Hawaii, Massachusetts, New Hampshire, Rhode Island, and Virginia. Kerry has been employed with Cantella & CO., INC. and LPL Financial LLC in the past.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MA
12/13/2022 - Present
Cambridge Investment Research Advisors, Inc. (Leominster MA)
MA
02/25/2014 - 12/09/2022
CANTELLA & CO., INC. (LEOMINSTER MA)
MA
01/28/2008 - 03/06/2014
LPL FINANCIAL LLC (LEOMINSTER MA)
MA
07/28/2005 - 01/30/2008
AMERIPRISE FINANCIAL SERVICES, INC. (WORCESTER MA)
MN
07/28/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kerry Castonguay is the right advisor for you? Invested Better is here to help.
