Keri
Primack

People'S Securities, Inc

CRD#2405848
Investment Advisor
in New York, NY
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About this Advisor

Keri Primack is a certified financial planner operating in New York, New York, who has been in the industry for 20 years. Primack works at People'S Securities, Inc. Throughout their career, Primack has worked at Gfa Securities, Gerstein, Fisher & Associates, Inc, Gfa Securities, LLC, Gerstein Fisher, People'S United Advisors, Inc and People'S Securities, Inc. Primack maintains a Series 63 license, qualifying them as a securities broker, and is able to advise clients in New Jersey. People'S Securities, Inc is a financial advisory company that has its headquarters in New York, New York. The investment advisory business has offices in 25 locations and a total of 675 financial advisors. Among its customers, the company oversees money for 16 charitable organizations. People'S Securities, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management largely depend on which service is offered. However, fee types billed by People'S Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

565 Fifth Avenue 27Th Floor
New York, NY 10017

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People'S Securities, Inc Brokerage Details

Total Number of Employees

675

NY Average: 35

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Keri Primack Work History

Keri has 20 years of experience.

2018 - Present (1 years)

People'S United Advisors, Inc

2016 - Present (3 years)

People'S Securities, Inc

2011 - 2016 (5 years)

Gfa Securities, LLC

2011 - 2016 (5 years)

Gerstein Fisher

2006 - 2010 (4 years)

Gerstein, Fisher & Associates, Inc

1998 - 2010 (12 years)

Gfa Securities

Disclosures

Keri Primack has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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