Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Kerschner is a financial advisor registered with Mml Investors Services, LLC, with over 39 years of experience in the industry. Edward is a licensed professional who holds the Series 6, 7, 22, 63, and SIE registrations. He is also registered with the state of Pennsylvania. Edward has previously been registered with several other firms including MSI Financial Services, Inc., New England Securities, Woodbury Financial Services, Inc., Prudential Securities Incorporated, Robert W. Baird & Co. Incorporated, and Northwestern Mutual Investment Services, LLC. Edward specializes in financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and portfolio management for individuals. Edward is also a licensed life insurance agent.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
03/25/2017 - Present
MML Investors Services, LLC (NEWTOWN SQUARE PA)
PA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEWTOWN SQUARE PA)
PA
06/07/2002 - 01/02/2015
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
MN
03/15/2002 - 06/13/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
NY
05/03/2001 - 01/31/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
WI
11/20/1984 - 08/22/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
10/26/1982 - 08/22/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
NY
08/14/1998 - 09/02/1998
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
BC
Issued 3/13/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/2/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/4/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/25/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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