Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dan? Claim Your ProfileDan Kessler is a financial advisor at St. Bernard Financial Services, Inc. Dan has been in the financial services industry since 1997. Dan has held Series 7, Series 63, Series 52, Series 52TO, and SIE licenses. Dan's firm, St. Bernard Financial Services, Inc., is a registered investment advisor based in Russellville, Arkansas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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AR
01/01/2025 - Present
ST. Bernard Financial Services, Inc. (RUSSELLVILLE AR)
AR
03/18/1997 - 01/14/2013
ARVEST ASSET MANAGEMENT (ROGERS AR)
IA
Issued 05/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1989
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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