Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bobby? Claim Your ProfileBobby Kerschner is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., in Charlotte, NC. Bobby has been in the financial industry since 2018. Prior to joining Merrill Lynch, Bobby has held positions at WELLS FARGO SECURITIES, LLC and WELLS FARGO CLEARING SERVICES, LLC. Bobby holds a Series 65 and a Series 63 license.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
08/22/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHARLOTTE NC)
NC
02/26/2022 - 05/31/2024
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
MO
07/19/2021 - 02/23/2022
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
NC
07/19/2019 - 01/28/2020
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
05/30/2018 - 08/06/2018
WELLS FARGO CLEARING SERVICES, LLC (RALEIGH NC)
IA
Issued 07/03/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 07/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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