Kerina
Graham
Stratos Wealth Partners, LTD
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About this Advisor
Kerina Graham is a financial advisor based out of Scottsdale, Arizona with 9 years of relevant experience. Graham is an advisor for Stratos Wealth Partners, LTD. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Lpl Financial, LLC and Stratos Wealth Partners, LTD. Graham has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Arizona and Texas. Stratos Wealth Partners, LTD is an advisory business operating out of Beachwood, OH. The company has offices in 101 locations and a total of 525 advisors. It controls $10 billion in assets under management between its 33,863 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 82 charitable organizations. Of its 33,863 accounts, just 5% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Stratos Wealth Partners, LTD offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules largely depend on which services the firm provides the client. However, fee types charged by Stratos Wealth Partners, LTD most likely are comprised of any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stratos Wealth Partners, LTD Brokerage Details
$10,316,254,814
525
33,863
$304,647
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kerina Graham Work History
Kerina has been registered as a financial advisor for 9 years.*
Lpl Financial, LLC
Stratos Wealth Partners, LTD
Merrill Lynch, Pierce, Fenner & Smith Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kerina Graham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stratos Wealth Partners, LTD
Metairie, LA
Irvine, CA
Hudson, OH
Dalton, GA
Angola, IN
Beverly Hills, CA
Conway, AR
Beachwood, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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