Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kern is a financial advisor with Next Financial Group, Inc., located in Harleysville, PA. Michael has been in the financial services industry since 2013. Michael has a strong background in providing financial advice and portfolio management for a wide range of clients, including individuals, families, businesses, and retirement plans. Michael also offers financial planning services and educational seminars to help clients reach their financial goals. Michael is committed to providing clients with personalized financial guidance and exceptional service.
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.
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.
Seminar/workshop attendance fees
1
2
PA
06/05/2021 - Present
Next Financial Group, Inc. (HARLEYSVILLE PA)
PA
09/13/2018 - 02/18/2020
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
09/08/2017 - 12/31/2017
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
03/25/2015 - 04/29/2016
NATIONWIDE FUND DISTRIBUTORS LLC (KING OF PRUSSIA PA)
PA
02/01/2013 - 05/17/2013
PFS INVESTMENTS INC. (SOUDERTON PA)
IA
Issued 06/04/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Kern is the right advisor for you? Invested Better is here to help.
