Unclaimed
Jared Kersten is a financial advisor at Empower Advisory Group, LLC. Jared has over 10 years of experience in the financial services industry. Jared specializes in providing financial planning and investment management services to individuals, families, and businesses. Jared is a licensed investment advisor representative in Florida and holds the Series 6, Series 63, Series 65, and SIE licenses. Jared is committed to helping clients achieve their financial goals through personalized financial planning and investment management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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FL
09/25/2023 - Present
Empower Advisory Group, LLC (Tampa FL)
MI
06/14/2017 - 11/01/2018
PNC INVESTMENTS (ANN ARBOR MI)
MI
06/06/2014 - 09/07/2016
CITIZENS SECURITIES, INC. (PLYMOUTH MI)
MI
10/01/2012 - 04/28/2014
J.P. MORGAN SECURITIES LLC (WAYNE MI)
MI
02/13/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ROMULUS MI)
IA
Issued 01/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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