Unclaimed
Kerry Katherine Pavek is a financial advisor with U.S. Bancorp Investments, Inc., based in Minneapolis, MN. Kerry has been in the industry since 1999 and holds FINRA Series 6, 7, and SIE licenses. Kerry also holds a Series 63 license and is registered to provide investment advice in Minnesota. Previous experience includes working for Ameriprise Financial Services, Inc., RiverSource Distributors, Inc., and IDS Life Insurance Company. Kerry is a seasoned financial advisor with over 20 years of experience in the financial services industry.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
10/29/2015 - Present
U.s. Bancorp Investments, Inc. (Minneapolis MN)
MN
07/27/2007 - 10/19/2015
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
MN
01/01/2007 - 07/27/2007
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
11/21/2000 - 01/01/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
11/21/2000 - 02/21/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
05/21/1999 - 08/04/2000
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
BC
Issued 05/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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