Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Horne is a financial advisor with Raymond James Financial Services Advisors, Inc. Kerry has been in the financial services industry since 1991. Kerry has experience with individual and business clients. Kerry has a Series 7 and Series 63 license and is registered in multiple states. Kerry also has experience with Wells Fargo Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Smith Barney Inc., and Prudential Securities Incorporated.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
01/01/2025 - Present
Raymond James Financial Services Advisors, Inc. (ESTERO FL)
FL
09/24/2001 - 08/10/2009
WELLS FARGO ADVISORS, LLC (FORT MYERS FL)
NY
02/10/1998 - 10/11/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/04/1997 - 02/11/1998
SMITH BARNEY INC. (NEW YORK NY)
NY
10/29/1991 - 01/31/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 10/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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