Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Robert Thompson is a registered investment advisor representative and has been in the industry since July 2007. Kerry is currently employed by Ameriprise Financial Services, LLC in the Columbus, OH office. Kerry has passed the Series 66, SIE, and Series 7 exams. Kerry has also been registered with other firms in the past, including COMMONWEALTH FINANCIAL NETWORK and ROYAL ALLIANCE ASSOCIATES, INC. In addition to their financial advisory work, Kerry is also a member of the Board of Directors for Thompson, Kerry R. Kerry is registered in 28 states and is active in both broker-dealer and investment advisor capacity.
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.
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2
OH
10/21/2013 - Present
Ameriprise Financial Services, LLC (COLUMBUS OH)
OH
10/07/2009 - 04/01/2011
COMMONWEALTH FINANCIAL NETWORK (COLUMBUS OH)
OH
07/13/2007 - 10/09/2009
ROYAL ALLIANCE ASSOCIATES, INC. (COLUMBUS OH)
BOTH
Issued 05/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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