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Kerry K Kline

Pruco Securities, LLC

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About Kerry K Kline

Kerry K Kline is a financial professional with over 17 years of experience in the industry. Kerry is currently registered with Pruco Securities, LLC, and is located in Salida, CO. Kerry is a Series 6, 26, and 63 licensed professional. Kerry has been active in the financial services industry since 2003. Kerry specializes in insurance, mutual funds, variable annuities, fixed annuities, and retirement planning.

Firm Information

Kerry Kline is currently registered with Pruco Securities, LLC. Pruco Securities, LLC is a Limited Liability Company formed in 2003 and headquartered in Newark, NJ. The firm provides investment advisory services including selection of other advisers. They primarily serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and trust and estate accounts. Pruco Securities, LLC is registered with the SEC and all 50 states and has over 113,000 accounts under management.
Pruco Securities, LLC

751 BROAD STREET

NEWARK, NJ 07102-3777

$16.38B

Assets Under Management

2,286

Total Clients

3,605

Total Financial Advisors

Services Offered

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.

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selection of other advisors

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Fee Structure

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.

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other

Compensation from lpl enterprise, llc

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Kerry Kline’s Registration & Firm History

CO

10/09/2019 - Present

Pruco Securities, LLC (Salida CO)

CO

01/03/2003 - 10/08/2019

MWA FINANCIAL SERVICES INC. (Salida CO)

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Licenses & Designations

BC

Issued 06/05/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/27/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/02/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kerry K Kline. Review regulatory record here.
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