Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Kearney is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Kerry has been in the industry since 1991. Kerry has passed the Series 7, Series 24, Series 53, Series 63, and Series 66 exams. Kerry has been registered with the state of New Mexico since 2009 and is also registered in several other states, including California, Arizona, and Texas. Kerry offers a variety of services to individual and institutional clients, including portfolio management, financial planning, and pension consulting. Kerry is a member of the Albuquerque Country Club Finance Committee.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NM
03/16/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ALBUQUERQUE NM)
KY
06/20/2002 - 09/05/2002
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
02/19/1999 - 08/15/2002
PNC CAPITAL MARKETS, INC. (PITTSBURGH PA)
NY
10/08/1998 - 02/16/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
05/22/1984 - 10/08/1998
CITICORP SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 10/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/01/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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