Unclaimed
Leslie Kern is a financial advisor with D.h. Hill Advisors, Inc. Leslie has been working in the financial industry since 1983 and has experience in providing investment advice to individuals and families, as well as businesses and institutions. Leslie holds a Series 6, 7, 24, 63 and 65 license and is registered to provide investment advice in Florida, Louisiana, Michigan, Missouri, North Carolina and South Carolina. Leslie has experience with financial planning, retirement planning, investment management, and insurance.
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.
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.
Percentage of assets from third party investment advisers
1
2
TX
10/24/2022 - Present
D.h. Hill Advisors, Inc. (KINGWOOD TX)
NC
10/27/2015 - 11/17/2015
CENTER STREET SECURITIES, INC. (WILMINGTON NC)
IL
03/21/2012 - 10/28/2015
LANDOLT SECURITIES, INC. (LAKE BLUFF IL)
VA
03/16/2011 - 11/21/2011
ALLIED BEACON PARTNERS, INC. (RICHMOND VA)
MI
03/12/2009 - 02/24/2011
ALTERNATIVE WEALTH STRATEGIES, INC. (HOWELL MI)
MI
11/28/2007 - 03/13/2009
PLANMEMBER SECURITIES CORPORATION (HOWELL MI)
MI
03/30/2007 - 11/08/2007
NEXT FINANCIAL GROUP, INC. (HOWELL MI)
MI
09/12/2006 - 03/30/2007
COORDINATED CAPITAL SECURITIES, INC. (HARTLAND MI)
MI
12/04/2001 - 09/12/2006
SIGMA FINANCIAL CORPORATION (HARTLAND MI)
IN
08/22/2001 - 12/04/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/22/2001 - 12/04/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MI
02/08/1989 - 09/27/2001
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
CA
06/01/1996 - 07/18/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
SD
05/18/1990 - 06/01/1996
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
NA
10/24/1983 - 04/11/1989
PRUCO SECURITIES CORPORATION
IA
Issued 12/12/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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