Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Crum is a financial advisor at Edward Jones, working with clients in the Greenville, South Carolina area. Kerry has been a registered representative for over 25 years, helping clients with their financial planning needs. Kerry has experience working with a wide range of clients, including individuals, families, and small businesses. Kerry holds both Series 6 and Series 7 securities licenses, as well as a Series 66 license, and is a Certified Financial Planner. Kerry is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
SC
12/27/2018 - Present
Edward Jones (GREENVILLE SC)
NC
05/31/1994 - 08/05/1998
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
VA
02/01/1993 - 05/31/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
MA
10/02/1991 - 02/01/1993
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/02/1991 - 02/01/1993
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 01/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1994
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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