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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adrienne? Claim Your ProfileAdrienne Brooke Kersey is an investment advisor representative with Arvest Wealth Management. Adrienne has been in the industry since 2017. Adrienne is registered with the state of Arkansas, Kansas, Missouri, and Oklahoma as an investment advisor representative. Adrienne has a Series 6, 7, 63, and 66 license. Prior to working at Arvest Wealth Management, Adrienne worked at Paychex Securities Corporation. Adrienne is a shareholder of non-public shares of The Bank of Salem, a family-owned bank. Adrienne is also a 25% owner of Kings River Holdings LLC. Adrienne specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AR
07/13/2020 - Present
Arvest Wealth Management (FT SMITH AR)
NY
09/14/2017 - 12/17/2019
PAYCHEX SECURITIES CORPORATION (ROCHESTER NY)
BOTH
Issued 05/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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