Unclaimed
Kerry Lynn Jerin is a registered Investment Advisor Representative with Ernst & Young Investment Advisers LLP. Kerry is registered in Connecticut and Massachusetts and holds a Series 65 license. Kerry has been with Ernst & Young Investment Advisers LLP since October 2005. Kerry specializes in Financial Planning, Educational Seminars and Publication of Periodicals. Kerry also provides portfolio management for businesses and individuals.
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.
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.
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CT
11/14/2014 - Present
Ernst & Young Investment Advisers LLP (HARTFORD CT)
IA
Issued 03/03/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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