Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristian? Claim Your ProfileKristian Alejandro Kerr is an Investment Advisor Representative with LPL Financial LLC, based in FORT MILL, SC. Kristian has been in the industry since 1999. Kristian has a Series 7, Series 3, Series 34, and Series 55 licenses. Kristian also holds a Series 65 and a Series 66 license. Kristian's past experience includes working with Andover Brokerage, L.L.C., BANC OF AMERICA SECURITIES LLC, and CIBC WORLD MARKETS CORP.
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.
1
2
SC
11/13/2023 - Present
LPL Financial LLC (FORT MILL SC)
NY
09/10/2001 - 11/27/2001
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
NY
05/12/2000 - 09/04/2001
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
12/16/1999 - 05/04/2000
CIBC WORLD MARKETS CORP. (NEW YORK NY)
IA
Issued 11/12/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/14/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2015
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 06/25/2015
Series 3 - National Commodity Futures Examination
BC
Issued 09/18/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Kristian Kerr is the right advisor for you? Invested Better is here to help.
