Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Mason Cowan is a financial advisor with over 18 years of experience in the financial industry. Kerry has a wide range of experience, having worked with Edward Jones before joining LPL Financial LLC in 2011. Kerry has also passed several industry exams, including Series 63, Series 66, Series 7, Series 24, and SIE. Kerry is also a Certified Financial Planner. Kerry is registered to provide investment advice in 18 states. Kerry is also a registered representative of LPL Financial LLC.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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KY
07/21/2022 - Present
LPL Financial LLC (SOMERSET KY)
KY
11/25/2003 - 01/31/2011
EDWARD JONES (SOMERSET KY)
BOTH
Issued 01/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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