Unclaimed
Renee Sandre Kerr is a financial professional with over 10 years of experience in the industry. Renee currently holds a Series 7 and SIE license and is registered with Icapital Markets LLC. Previously, Renee has worked for ICapital Securities, LLC, Altegris Investments, LLC and Dunham & Associates Investment Counsel, Inc.
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
NY
11/30/2023 - Present
Icapital Markets LLC (NEW YORK NY)
NY
08/31/2020 - 11/30/2023
ICAPITAL SECURITIES, LLC (NEW YORK NY)
CA
06/01/2017 - 08/30/2020
ALTEGRIS INVESTMENTS, LLC (LA JOLLA CA)
CA
10/13/2016 - 05/22/2017
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. (SAN DIEGO CA)
CA
02/15/2013 - 10/11/2016
ALTEGRIS INVESTMENTS, LLC (LA JOLLA CA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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