Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Maldonado is an investment advisor representative with over 20 years of experience in the financial services industry. Kerry is currently registered with NBC Securities, Inc. in Alabama and specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, businesses, and charitable organizations. Kerry is also a registered principal with Series 4, Series 24, and Series 53 licenses. In addition to working with NBC Securities, Inc., Kerry is also a partner in Bare Wood Inc. and helps with marketing, payroll, and accounts payable for Junior Remodeling, LLC.
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.
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2
AL
01/10/2006 - Present
NBC Securities, Inc. (BIRMINGHAM AL)
NY
03/20/2001 - 09/27/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2006
Series 4 - Registered Options Principal Examination
BC
Issued 12/15/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/09/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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