Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kailen? Claim Your ProfileKailen Kershner is a financial professional with over 2 years of experience in the industry. Kailen has a strong background in investment banking, having worked at Statesman Corporate Finance, LLC and Vanguard Marketing Corporation before joining Intrepid Investment Bankers LLC in 2024. Kailen holds the Series 7, Series 63, and Series 79TO licenses. Kailen is registered with the state of California.
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.
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.
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2
CA
05/21/2024 - Present
Intrepid Investment Bankers LLC (LOS ANGELES CA)
TX
10/21/2021 - 05/13/2024
STATESMAN CORPORATE FINANCE, LLC (HOUSTON TX)
AZ
06/21/2021 - 09/24/2021
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 06/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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