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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Lee Kerr is a financial advisor registered with McManus Cooper. Terry has been in the financial services industry for 26 years. Terry specializes in working with individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Terry is currently registered with the state of California and Texas and has also been previously registered with Nevada and South Dakota. Terry has experience with a variety of financial products and services, including financial planning, portfolio management, and investment advisory services. In addition to McManus Cooper, Terry has held previous positions with Securities America, Inc., CETERA ADVISOR NETWORKS LLC and Cambridge Investment Research, 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.
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.
Solicitor/referral fees
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2
CA
03/13/2017 - Present
McManus Cooper (IRVINE CA)
CA
08/31/2016 - 03/27/2020
SECURITIES AMERICA, INC. (COVINA CA)
CA
03/04/1997 - 09/07/2016
CETERA ADVISOR NETWORKS LLC (COVINA CA)
BC
Issued 03/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/22/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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