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 Cetera Investment Advisers LLC. Kerry has been in the financial services industry since 1995 and has experience working with individuals, corporations, and businesses. Kerry is registered with the state of Pennsylvania and holds the Series 6, Series 7, and Series 63 licenses, as well as the SIE exam. Kerry also offers financial planning services, selection of other advisors, and portfolio management for individuals and businesses.
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.
1
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 4/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1997
Series 7 - General Securities Representative Examination
BC
Issued 3/31/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kerry Kinter is the right advisor for you? Invested Better is here to help.
