Kerry Wilson (CRD# 6323146) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cranston, RI and has over 9 years of experience in the finance industry.
CRD# 1049525
Fidelity Personal And Workplace Advisors
CRD# 6905985
Edward Jones
CRD# 2797520
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Providence, RI | May 2018 - Current | 6 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Providence, RI | Jul 2015 - Current | 8 |
| Home Depot | Providence, RI | Apr 2015 - Jul 2015 | < 1 |
| Mml Investors Services | Warwick, RI | Jul 2014 - Jul 2015 | 1 |
| Mass Mutual Life Insurance Company | Warwick, RI | Mar 2014 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2017 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- RI
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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