Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Wilson is a financial advisor who has been in the industry since 2014. Kerry is currently registered with LPL Financial LLC. Kerry has also previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and MML Investors Services, LLC. Kerry holds Series 6, 7, 63 and 66 licenses, and the SIE certification. Kerry specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Kerry also provides consulting and other non-discretionary advisory services. Kerry is registered to provide advisory services in Rhode Island.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
RI
06/24/2024 - Present
LPL Financial LLC (CRANSTON RI)
RI
10/24/2016 - 06/18/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRANSTON RI)
RI
05/10/2014 - 08/05/2015
MML INVESTORS SERVICES, LLC (WARWICK RI)
BOTH
Issued 11/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/10/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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