Kerri Dane is a registered investment advisor, based in Ann Arbor, MI, with 25 years of industry experience.
Location
300 Parkland Plaza, Ann Arbor, MI, 48103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kerri owns and manages rental property, spending minimal time on it each month. She is also an independent agent selling fixed insurance and dedicates full-time hours to offering financial products and services through Parkland Securities, LLC and Sigma Planning Corp.
Employment History
Current Registrations
Parkland Securities, LLCBroker
Spc
Previous Registrations
AXA Advisors, LLCBroker
AXA Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.