Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Alexander Kerr is a financial professional with over 30 years of experience in the financial services industry. Mark is currently registered with Calton & Associates, Inc. He previously worked at Questar Capital Corporation and USALLIANZ Securities, Inc. Mark specializes in investment planning, financial planning, pension consulting, and selection of other advisors.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
07/25/2017 - Present
Calton & Associates, Inc. (Satellite Beach FL)
FL
12/01/2006 - 08/03/2017
QUESTAR CAPITAL CORPORATION (SATELLITE BEACH FL)
FL
11/21/2003 - 12/01/2006
USALLIANZ SECURITIES, INC. (SATELLITE BEACH FL)
CA
01/05/1998 - 11/21/2003
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
MA
12/07/1983 - 01/26/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
12/07/1983 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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