Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Lacy is a financial advisor with over 12 years of experience in the financial services industry. Kerry Lacy is registered with Pruco Securities, LLC and holds Series 6, 26, 51, 63 and 65 licenses, as well as the SIE certification. Kerry Lacy has been working with Prudential Insurance Company of America since 2015. Kerry Lacy offers financial planning services, and portfolio management for individuals. Kerry Lacy is also registered in Arizona and Michigan.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from lpl enterprise, llc
1
2
MI
04/21/2016 - Present
Pruco Securities, LLC (TROY MI)
MI
08/20/2012 - 07/15/2015
ALLSTATE FINANCIAL SERVICES, LLC (FARMINGTON HILLS MI)
IA
Issued 04/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2012
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/12/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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