Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry James O'Sullivan is a financial professional with over 15 years of experience in the securities industry. Kerry is currently registered with Bay Crest Partners, LLC, and has previously worked with Whitaker Securities LLC. Kerry's expertise includes a wide range of securities products and services, and Kerry is committed to providing personalized investment advice to clients. Kerry holds several industry licenses and credentials, including the Series 7, Series 24, Series 63, and SIE.
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.
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.
1
2
NY
08/03/2023 - Present
BAY Crest Partners, LLC (NEW YORK NY)
NY
09/12/2007 - 07/19/2023
WHITAKER SECURITIES LLC (NEW YORK NY)
BC
Issued 12/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2021
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 09/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kerry O'Sullivan is the right advisor for you? Invested Better is here to help.
