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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Simeon? Claim Your ProfileSimeon J. Kerr is an investment advisor representative with Cetera Investment Advisers LLC based in Skokie, Illinois. Simeon Kerr has been in the financial services industry since 1994. Simeon Kerr is registered with the state of Illinois, Texas, and Florida. Simeon Kerr offers a range of financial services, including financial planning, pension consulting, and portfolio management for both individuals and businesses. Simeon Kerr has previously worked for Hochman & Baker Securities, Inc. and American General Securities Incorporated.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
02/27/2023 - Present
Cetera Investment Advisers LLC (SKOKIE IL)
CT
01/12/2004 - 09/15/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
AZ
10/01/2002 - 12/31/2003
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
10/24/1994 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 11/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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