Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Michael Chatham is a financial advisor with Steward Partners Investment Advisory, LLC. Kerry Chatham has been in the industry since June 1999. Kerry Chatham specializes in working with individuals, high-net-worth individuals, corporations, and other businesses. Kerry Chatham provides financial planning, selection of other advisors, and portfolio management services. Prior to joining Steward Partners Investment Advisory, LLC, Kerry Chatham was with Raymond James Financial Services, Inc. and Edward Jones.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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2
AL
03/15/2024 - Present
Steward Partners Investment Advisory, LLC (GUNTERSVILLE AL)
AL
07/26/2001 - 03/15/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Guntersville AL)
MO
06/09/1999 - 08/22/2001
EDWARD JONES (ST. LOUIS MO)
BC
Issued 06/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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