Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Kirk Mullin is a financial advisor who has been in the industry since 2003. Kerry is currently registered with Raymond James Financial Services Advisors, Inc. in St. Petersburg, Florida. Previously, Kerry was associated with TRANSAMERICA FINANCIAL ADVISORS, INC in St. Petersburg, Florida, TRANSAMERICA INVESTORS SECURITIES CORPORATION in St. Petersburg, Florida, RAYMOND JAMES & ASSOCIATES, INC. in St. Petersburg, Florida and NATIONWIDE INVESTMENT SERVICES CORPORATION in Dublin, Ohio.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
04/18/2019 - Present
Raymond James Financial Services Advisors, Inc. (ST. PETERSBURG FL)
FL
09/30/2015 - 03/02/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
FL
02/20/2014 - 05/15/2015
TRANSAMERICA INVESTORS SECURITIES CORPORATION (ST. PETERSBURG FL)
FL
01/05/2011 - 06/05/2013
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
OH
11/09/2001 - 08/31/2010
NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)
BOTH
Issued 04/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/08/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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