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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 Mc Mullen is an investment advisor representative, licensed in 8 states. Kerry has over 26 years of experience in the financial industry and is currently registered with Ameriprise Financial Services, LLC. Kerry is a principal in the Columbus, OH office, and holds the following licenses: Series 7, Series 24, Series 51, and Series 63. Kerry specializes in portfolio management, financial planning, asset allocation, and education seminars. Kerry has worked with Ameriprise since 1999 and has a history of working in the industry dating back to 1996. Ameriprise is a large financial firm headquartered in Minneapolis, Minnesota.
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.
1
2
OH
09/12/1999 - Present
Ameriprise Financial Services, LLC (COLUMBUS OH)
MN
06/12/1996 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 04/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/02/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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