Unclaimed
John Norbert Kehrer is a registered investment advisor representative with Avantax Advisory Services. John has been in the securities industry since January 23, 1986. John is also registered as an investment advisor representative in New York. John has a variety of experience in the financial services industry. John holds the Series 6, 22, 62, and 63 licenses. John is also a licensed tax preparer and accountant. John is committed to providing clients with personalized financial advice and guidance. John is dedicated to helping clients achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
09/07/2021 - Present
Avantax Advisory Services (DALLAS TX)
GA
01/24/1986 - 12/17/1990
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
BC
Issued 01/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1988
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/09/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/23/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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