Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Kern is a financial professional with over 14 years of experience in the financial services industry. Edward is currently registered with Prospera Financial Services, Inc. and has been with the firm since October 2017. Previously, Edward was registered with WFG INVESTMENTS, INC. and CETERA FINANCIAL SPECIALISTS LLC. Edward holds the Series 27, Series 99TO and SIE licenses. Edward specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
TX
10/26/2017 - Present
Prospera Financial Services, Inc. (DALLAS TX)
TX
12/10/2013 - 10/23/2017
WFG INVESTMENTS, INC. (DALLAS TX)
IL
02/24/2009 - 12/19/2013
CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)
BC
Issued 02/23/2009
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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