Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Roberts is an investment advisor representative at Osaic Wealth, Inc.. Kerry has been in the financial services industry for over 30 years. Kerry is registered to offer securities and investment advisory services in 20 states. Kerry also holds Series 6, 7, 63, and 65 licenses. Kerry has a long history of working with a variety of clients, including individuals, businesses, and institutions. Kerry's areas of expertise include financial planning, portfolio management, and retirement planning.
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.
A percentage of the total value of assets under management is charged.
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TX
01/24/2025 - Present
Osaic Wealth, Inc. (BUDA TX)
MA
08/08/2000 - 10/29/2004
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
06/21/1995 - 08/08/2000
MONY SECURITIES CORPORATION (NEW YORK NY)
MA
12/12/1990 - 06/02/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/12/1990 - 06/02/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 06/07/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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