Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry MacLennan is a financial advisor who has been in the industry since May 20, 2009. Kerry is currently registered with First Trust Portfolios LP and is licensed in Illinois. Kerry has passed the Series 7 and Series 63 exams. Previously, Kerry worked for J.P. Morgan Securities 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.
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.
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IL
02/17/2010 - Present
First Trust Portfolios LP (WHEATON IL)
IL
05/20/2009 - 02/25/2010
J.P. MORGAN SECURITIES INC. (WHEATON IL)
BC
Issued 06/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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