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 Withrow is a registered investment advisor with over 30 years of experience in the financial services industry. Kerry has worked for several prominent financial institutions, including RBC Capital Markets, LLC, Wedbush Morgan Securities Inc., and Smith Barney Inc. Kerry is currently registered with Raymond James & Associates, Inc. in Nevada and Texas.
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.
Please see note in schedule d - miscellaneous
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.
1
2
NV
05/31/2024 - Present
Raymond James & Associates, Inc. (Las Vegas NV)
NV
12/02/2005 - 05/24/2024
RBC CAPITAL MARKETS, LLC (Las Vegas NV)
CA
02/11/2003 - 12/05/2005
WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)
NY
03/09/2002 - 02/20/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
CA
09/18/1996 - 03/09/2002
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
NY
01/14/1994 - 10/01/1996
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 01/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/19/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 01/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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