Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Jean Meath-sinkin is a financial advisor at Journey Strategic Wealth LLC with over eight years of experience in the industry. Kerry Jean is registered with the state of New Jersey and with FINRA. Kerry Jean has a background in financial planning and wealth management and is a Certified Financial Planner. Kerry Jean provides portfolio management for individuals and businesses. Kerry Jean is also a licensed insurance agent and has a background in Ayurvedic medicine.
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.
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.
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NJ
04/11/2024 - Present
Journey Strategic Wealth LLC (SUMMIT NJ)
MN
12/01/2015 - 03/19/2024
CETERA ADVISOR NETWORKS LLC (MINNEAPOLIS MN)
BOTH
Issued 02/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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