Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Vaun Poulson is a financial advisor with Lasalle St. Investment Advisors, LLC. Kerry has been in the industry for over 40 years. Kerry is registered to provide investment advice in California, Oregon, Utah and Washington. Kerry is also registered as a Registered Representative in Utah. Kerry has passed the Series 1, 6, 22, 63, and 65 exams. Kerry has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Kerry specializes in financial planning, portfolio management, and pension consulting.
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.
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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2
UT
01/16/2025 - Present
Lasalle ST. Investment Advisors, LLC (Hurricane UT)
NV
02/10/2006 - 05/23/2006
ATLAS SECURITIES, INC. (LAS VEGAS NV)
CA
07/28/2005 - 03/02/2006
QA3 FINANCIAL CORP. (FRESNO CA)
MI
01/05/2005 - 08/02/2005
USA FINANCIAL SECURITIES CORPORATION (ADA MI)
IN
11/28/2000 - 01/08/2005
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
11/28/2000 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
NJ
09/28/1998 - 11/01/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
04/27/1998 - 09/16/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
02/24/1998 - 04/13/1998
CADARET, GRANT & CO., INC. (SYRACUSE NY)
OH
09/10/1997 - 02/13/1998
TOWER EQUITIES, INC. (DAYTON OH)
NY
04/16/1997 - 06/18/1997
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
05/21/1987 - 03/21/1989
VALUE EQUITIES CORPORATION
NA
07/28/1980 - 05/07/1987
NORTH AMERICAN MANAGEMENT, INC.
IA
Issued 04/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2005
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/15/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/12/1980
Series 1 - Registered Representative Examination
Active
Inactive
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