Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Monif is a financial advisor with over 35 years of experience in the industry. Kerry is currently registered with LPL Financial LLC. Previously, Kerry was registered with Securities America, Inc., Wachovia Securities, LLC, Principal Financial Securities, Inc. and A. G. Edwards & Sons, Inc. Kerry is also a registered investment advisor in Nebraska and Texas. Kerry offers a variety of financial services including financial planning, portfolio management, and consulting services.
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.
Consulting and other non-discretionary advisory services
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
NE
01/15/2020 - Present
LPL Financial LLC (BELLEVUE NE)
NE
07/18/2003 - 01/15/2020
SECURITIES AMERICA, INC. (OMAHA NE)
MO
05/11/1998 - 07/31/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
TX
09/15/1995 - 05/11/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
MO
11/21/1984 - 09/18/1995
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 01/03/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/05/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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