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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kiernan? Claim Your ProfileKiernan Easton is a registered investment advisor representative with Dynamic Wealth Solutions LLC in Southfield, Michigan. Kiernan has been in the industry since December 2014. Kiernan is also a registered investment advisor in Michigan. Kiernan has passed the Series 6, Series 63, Series 65, and SIE exams. Dynamic Wealth Solutions LLC is a firm that specializes in portfolio management for individuals. The firm has approximately $55,070,044 in regulatory assets under management. Dynamic Wealth Solutions LLC serves high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
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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MI
03/30/2015 - Present
Dynamic Wealth Solutions LLC (SOUTHFIELD MI)
MI
12/09/2014 - 01/29/2015
FIRST INVESTORS CORPORATION (SOUTHFIELD MI)
IA
Issued 03/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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