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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Marie Phelan is a financial advisor with Ameriprise Financial Services, LLC. Kerry has been in the financial services industry for over 18 years and holds several licenses and designations, including Series 6, 7, 24, 51, and 63, as well as the SIE and is a Certified Financial Planner. Kerry has worked with clients in a variety of industries and has a strong track record of success. Prior to joining Ameriprise, Kerry worked with First Investors Corporation. Kerry is committed to providing her clients with personalized financial advice and guidance. Kerry's areas of expertise include retirement planning, investment management, and estate planning. Kerry is a resident of Poughkeepsie, NY.
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.
Asset allocation services
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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NY
08/02/2022 - Present
Ameriprise Financial Services, LLC (Poughkeepsie NY)
NY
09/03/2004 - 01/04/2011
FIRST INVESTORS CORPORATION (NEWBURGH NY)
BC
Issued 09/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2010
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/14/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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