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 St george is a financial advisor with over 24 years of experience in the industry. Kerry is currently registered with Capacuity LLC in Lake Mary, FL. Kerry is also registered with the state of Massachusetts as an Investment Advisor Representative and a Broker. Kerry has previously been registered with several other firms including Newport Group Securities, Inc., M Holdings Securities, Inc. and MML Investors Services, Inc. Kerry offers financial services to corporations or other businesses.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fees associated with offset of affiliated broker dealer
1
2
FL
10/25/2022 - Present
Capacuity LLC (LAKE MARY FL)
FL
08/23/2013 - 08/08/2022
NEWPORT GROUP SECURITIES, INC. (LAKE MARY FL)
NY
12/06/2006 - 08/28/2013
M HOLDINGS SECURITIES, INC. (NEW YORK NY)
MA
04/26/2006 - 11/30/2006
MML INVESTORS SERVICES, INC. (BOSTON MA)
AZ
06/04/2001 - 06/01/2004
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
GA
01/07/2000 - 06/04/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
IL
05/08/1998 - 12/31/1999
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
MA
01/01/1996 - 03/24/1998
MUTUAL SERVICE CORPORATION (BOSTON MA)
IA
Issued 02/04/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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