Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Lynn Kinter is a financial advisor with over 28 years of experience in the industry. Currently registered with Cetera Investment Advisers LLC, Kerry provides financial planning, portfolio management for individuals and businesses, and pension consulting services. Prior to joining Cetera Investment Advisers LLC, Kerry has held positions at several other firms including MetLife Securities Inc., Metropolitan Life Insurance Company, Allstate Financial Services, LLC, Raymond James Financial Services, Inc. and Investors Capital Corp.
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.
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.
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2
PA
07/08/2013 - Present
Cetera Investment Advisers LLC (DU BOIS PA)
PA
08/26/2005 - 07/08/2013
METLIFE SECURITIES INC. (DUBOIS PA)
PA
08/26/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DUBOIS PA)
NE
06/03/2003 - 08/29/2005
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
FL
01/24/2000 - 06/03/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MA
10/22/1998 - 01/25/2000
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
NY
08/03/1998 - 08/24/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
OH
10/08/1997 - 08/13/1998
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NA
11/18/1997 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
MA
01/02/1997 - 10/30/1997
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
GA
02/07/1995 - 12/30/1996
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
BC
Issued 04/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/31/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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