Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry J Ahern is a financial advisor at Fidelity Personal And Workplace Advisors, a firm with over $818 billion in assets under management. Kerry has been a registered representative in the securities industry since 2000, and has been a registered investment advisor since 2021. Kerry is licensed to provide financial advice in a variety of states, including Maryland, Texas, and many others. Kerry specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and pension plans.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
08/16/2021 - Present
Fidelity Personal AND Workplace Advisors (TOWSON MD)
MD
06/01/2009 - 10/03/2018
MORGAN STANLEY (BALTIMORE MD)
MD
12/24/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PIKESVILLE MD)
MD
03/04/2008 - 01/06/2009
MORGAN STANLEY & CO. INCORPORATED (HUNT VALLEY MD)
MD
08/18/2003 - 11/22/2006
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
MA
09/28/2001 - 06/10/2003
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MA
01/17/2000 - 02/07/2001
PUTNAM RETAIL MANAGEMENT, INC. (BOSTON MA)
BOTH
Issued 06/01/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Kerry Ahern is the right advisor for you? Invested Better is here to help.
