Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Neyland is a financial advisor registered with Ameriprise Financial Services, LLC, and has been in the industry since 1999. Kerry has been registered in Texas since 2023, and holds Series 6, 7, 26, 63, and 65 licenses. Prior to Ameriprise, Kerry held positions at CORECAP INVESTMENTS, LLC, FIRST ALLIED SECURITIES, INC. and HILLTOP SECURITIES INDEPENDENT NETWORK INC. Kerry provides financial planning, pension consulting, asset allocation, and portfolio management services to individuals, businesses, and charitable organizations. Kerry's office is located in Friendswood, Texas.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
MN
06/20/2023 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
TX
04/11/2022 - 11/28/2022
CORECAP INVESTMENTS, LLC (Houston TX)
TX
12/06/2016 - 06/22/2021
FIRST ALLIED SECURITIES, INC. (Texas CIty TX)
TX
06/09/2004 - 12/09/2016
HILLTOP SECURITIES INDEPENDENT NETWORK INC. (HOUSTON TX)
TX
05/28/1997 - 09/15/2003
A I M DISTRIBUTORS, INC. (HOUSTON TX)
IA
Issued 11/19/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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