Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Johnson is a financial advisor with over 40 years of experience in the financial services industry. Kerry has held several positions at reputable firms, including Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated, and Woodbury Financial Services, Inc. Currently, Kerry is an Investment Advisor Representative with Osaic Wealth, Inc., based in Raleigh, NC. Kerry is licensed to provide investment advice in North Carolina and South Carolina. Kerry's expertise includes financial planning, portfolio management, pension consulting and providing educational seminars.
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.
1
2
NC
01/19/2024 - Present
Osaic Wealth, Inc. (RALEIGH NC)
NC
04/03/2007 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (RALEIGH NC)
NC
11/19/1986 - 04/04/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RALEIGH NC)
WI
11/19/1986 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
01/24/1984 - 11/04/1986
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
NA
01/24/1984 - 10/23/1986
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 07/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/23/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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