Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Lee Lawing is an investment advisor representative with Prevail Innovative Wealth Advisors, LLC, based in Leawood, Kansas. Kerry has been in the financial industry for over 30 years, and has held previous roles at Cambridge Investment Research, Inc., The O.N. Equity Sales Company, Equico Securities, Inc., and The Equitable Life Assurance Society of the United States. Kerry is also the CEO of Prevail Strategies, LLC, a company that provides investment related sales and marketing for fixed insurance products.
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.
Personalized portfolio management to meet individual financial objectives.
Variable annuity & life sub-account management
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.
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2
KS
03/10/2022 - Present
Prevail Innovative Wealth Advisors, LLC (LEAWOOD KS)
MO
07/16/2010 - 10/13/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (Raymore MO)
KS
10/16/1992 - 07/16/2010
THE O.N. EQUITY SALES COMPANY (OVERLAND PARK KS)
NY
02/19/1986 - 10/15/1992
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
02/19/1986 - 10/15/1992
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 03/08/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/20/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/13/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/14/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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