Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Senna is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Kerry has been in the securities industry since June 23, 2003 and has a strong track record of providing investment advice and portfolio management services to a diverse range of clients. Kerry has a wide range of experience, working with individuals, high net worth individuals, corporations, insurance companies, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.
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
GA
06/06/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ATLANTA GA)
GA
08/13/2007 - 07/19/2010
ASSENT LLC (ATLANTA GA)
NY
05/10/2006 - 08/14/2007
OPUS TRADING FUND LLC (JERICHO NY)
IL
09/16/2005 - 12/13/2005
ASSENT LLC (BOLINGBROOK IL)
NY
04/01/2003 - 07/27/2004
E*TRADE PROFESSIONAL TRADING, LLC (NEW YORK NY)
NJ
07/10/2000 - 03/21/2003
HEARTLAND SECURITIES CORP. (EDISON NJ)
IA
Issued 11/30/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/06/2000
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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