Kerry MonifCRD Number: 1317947
Current Firm: Securities America Advisors, Inc.
Kerry Monif (CRD# 1317947) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Omaha, NE and has over 32 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Black Oak Investment Counsel||Omaha, NE||Sep 2010 - Current||6|
|Methodis Hospital Foundation||Omaha, NE||Jun 2008 - Current||9|
|Kerry Monif Insurance||Omaha, NE||Apr 2008 - Current||9|
|Securities America Advisors, Inc.||Omaha, NE||Jan 2006 - Current||11|
|Securities America, Inc.||Omaha, NE||Jul 2003 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1985|
|S65||NASAA Investment Advisors Law Examination||Oct 2000|
|S66||NASAA Uniform Combined State Law Examination||Jan 2006|
Total Assets Under Management13,433MILLIONS
Total Number of Accounts92,356ACCOUNTS
Average Account Value$145,443
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV