Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Bowden is a financial professional with experience in the securities industry. Kerry has worked as a registered representative for Concourse Financial Group Securities, Inc. and previously for Stonex Financial Inc. Kerry has a Series 7, 99 and 63 license and holds a SIE designation. Kerry is registered to conduct business in Alabama and is currently employed by Concourse Financial Group Securities, Inc. Kerry specializes in providing financial advice to individuals, corporations, pension and profit-sharing plans, charitable organizations, and investment companies. Kerry provides various services, including financial planning, pension consulting, educational seminars, and portfolio management.
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.
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
AL
11/14/2022 - Present
Concourse Financial Group Securities, Inc. (Birmingham AL)
AL
05/18/2021 - 11/28/2022
STONEX FINANCIAL INC. (BIRMINGHAM AL)
BC
Issued 12/05/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/18/2021
Series 99TO - Operations Professional Examination
BC
Issued 02/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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