Unclaimed
Kevin L Kerr is a financial advisor with Fidelity Brokerage Services LLC. Kevin has been a financial advisor for over 4 years, with a focus on providing a range of services to individual investors. Kevin holds the Series 7, Series 63, and Series 99TO licenses. Kevin is also a registered representative in 53 states and the District of Columbia.
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.
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.
1
2
NM
09/05/2023 - Present
Fidelity Brokerage Services LLC (ALBUQUERQUE NM)
NM
06/14/2023 - 08/25/2023
NATIONAL FINANCIAL SERVICES LLC (ALBUQUERQUE NM)
MA
11/07/2019 - 05/17/2023
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
BC
Issued 11/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2023
Series 99TO - Operations Professional Examination
BC
Issued 11/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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