Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kery? Claim Your ProfileKery Hutner is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Kery has over 25 years of experience in the financial services industry. Kery is registered with the Securities and Exchange Commission (SEC) and holds Series 7, Series 31, Series 63 and Series 65 licenses. Kery is also a Certified Financial Planner (CFP). Kery specializes in providing financial planning, portfolio management, and investment consulting services to individuals, families, and businesses. Kery has a strong understanding of the financial markets and a commitment to helping clients 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.
Investment consulting services to institutional clients
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
OH
01/18/2022 - Present
Wells Fargo Advisors Financial Network, LLC (BEACHWOOD OH)
OH
12/16/1999 - 01/14/2022
WELLS FARGO CLEARING SERVICES, LLC (CHAGRIN FALLS OH)
NY
03/27/1997 - 07/21/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 03/15/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 03/26/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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