Unclaimed
Cameron Alexander Kerns is a financial advisor who is registered with the state of Minnesota. Cameron holds Series 63, 65 and 6TO licenses. Cameron is associated with Wells Fargo Clearing Services, LLC, with a branch office in Minneapolis, MN. This firm is based in St. Louis, Missouri and has over 14,000 employees with approximately $10 billion - $50 billion in assets under management. The firm provides financial planning, pension consulting, investment consulting services to institutional clients, and portfolio management for individuals and businesses.
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.
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.
Investment consulting services to institutional clients
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.
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MN
04/19/2023 - Present
Wells Fargo Clearing Services, LLC (MINNEAPOLIS MN)
IA
Issued 04/19/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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