Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trey? Claim Your ProfileTrey John Kerr is a financial professional registered with Charles Schwab & CO., Inc. Trey has over 2 years of experience in the financial services industry. Trey has a Series 7TO, Series 9 and Series 63 licenses, as well as the SIE exam. Prior to joining Charles Schwab & CO., Inc., Trey was employed with EQUITABLE ADVISORS, LLC. Trey holds a registration with the state of Colorado, and 52 additional states.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
03/30/2021 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
07/20/2020 - 01/21/2021
EQUITABLE ADVISORS, LLC (LAKEWOOD CO)
BC
Issued 07/28/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/20/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/20/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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