Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Bleuher is an investment advisor representative at U.S. Bancorp Investments, Inc. with over 20 years of experience in the financial services industry. Kerry Bleuher holds the Series 7, Series 24, and Series 66 licenses and has a deep understanding of investment strategies, financial planning, and wealth management. Kerry Bleuher has worked with a variety of clients, including individuals, families, businesses, and charitable organizations. Kerry Bleuher is committed to providing her clients with personalized service and helping them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
IL
01/09/2024 - Present
U.s. Bancorp Investments, Inc. (Naperville IL)
IL
01/20/2022 - 01/08/2024
CITIGROUP GLOBAL MARKETS INC. (DOWNERS GROVE IL)
IL
02/05/2019 - 01/04/2022
J.P. MORGAN SECURITIES LLC (WHEATON IL)
IL
02/26/2018 - 12/10/2018
PRUCO SECURITIES, LLC. (NAPERVILLE IL)
IL
11/16/2012 - 11/17/2017
CETERA INVESTMENT SERVICES LLC (BOLINGBROOK IL)
IL
11/06/2000 - 12/05/2012
VISION INVESTMENT SERVICES, INC. (ROSEMONT IL)
BOTH
Issued 12/20/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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