Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Hawver is a registered representative with GWN Securities Inc. Kerry has been in the industry for 10 years and has passed the Series 7TO, SIE and Series 66 exams. Kerry is registered in Florida, Maryland, New York and Pennsylvania. Kerry also has a separate business as a financial professional under the name KADES MARGOLIS. GWN Securities Inc. is a firm that provides financial planning, market timing services, and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
PA
01/04/2022 - Present
GWN Securities Inc. (WAYNE PA)
BOTH
Issued 01/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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