Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Leigh Mellott is a registered investment advisor representative in New Jersey with Mendham Capital Management, Inc. and Raymond James Financial Services Advisors, Inc. Kerry has been in the financial industry since 2009 and has held various positions at other firms including Sterne, Agee & Leach, Inc. and Raymond James Financial Services, Inc. Kerry specializes in providing financial planning and general 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.
Seminars designed to boost your financial literacy and investment knowledge.
General consulting services/seminars
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.
1
2
NJ
03/15/2016 - Present
Mendham Capital Management, Inc. (BASKING RIDGE NJ)
NJ
10/08/2009 - 04/03/2014
STERNE, AGEE & LEACH, INC. (BERNARDSVILLE NJ)
NJ
02/25/2009 - 09/18/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (MENDHAM NJ)
BOTH
Issued 04/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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