Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Haines is a financial advisor at Raymond James Financial Services Advisors, Inc. with over 26 years of experience in the financial services industry. Kerry is licensed to provide investment advice in 31 states. Kerry is also licensed to provide investment advice in Texas as a resident advisor. Kerry's areas of expertise include financial planning, portfolio management, and retirement planning. Kerry's prior experience includes roles at Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc. and Prudential Securities Incorporated. Kerry's current affiliation with Power Wealth Advisors allows Kerry to offer a comprehensive suite of financial services to clients.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
05/02/2023 - Present
Raymond James Financial Services Advisors, Inc. (Ocala FL)
FL
03/20/2009 - 08/11/2020
WELLS FARGO CLEARING SERVICES, LLC (SARASOTA FL)
FL
09/01/2000 - 04/14/2009
CITIGROUP GLOBAL MARKETS INC. (BONITA SPRINGS FL)
NY
01/23/1996 - 09/07/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/29/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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