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 Schepers is a financial advisor associated with Cambridge Investment Research Advisors, Inc. Kerry has been in the financial services industry since June 15, 2000. Kerry is registered with the state of Iowa, and is also registered in 12 other states including Texas, Colorado, Florida, Illinois, Minnesota, Missouri, New York, Oklahoma, Washington, and Wisconsin. Kerry is a Chartered Financial Consultant. Kerry has worked at Broker Dealer Financial Services Corp. and Transamerica Financial Advisors, Inc. prior to joining Cambridge Investment Research Advisors, Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IA
10/24/2018 - Present
Cambridge Investment Research Advisors, Inc. (Maquoketa IA)
IA
12/21/2015 - 10/20/2018
BROKER DEALER FINANCIAL SERVICES CORP. (MAQUOKETA IA)
IA
06/16/2000 - 12/31/2015
TRANSAMERICA FINANCIAL ADVISORS, INC (MAQUOKETA IA)
BC
Issued 07/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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