Unclaimed
Randall Kerns is an investment advisor representative who has been in the industry since June 2, 1987. Randall is registered with Cetera Investment Advisers LLC in West Virginia. Prior to joining Cetera Investment Advisers LLC, Randall was registered with VOYA FINANCIAL ADVISORS, INC. in West Virginia, LOCUST STREET SECURITIES, INC. in Iowa, THE O.N. EQUITY SALES COMPANY in Ohio, and NEW ENGLAND SECURITIES in New York. Randall has passed the Series 6, Series 7, Series 63 and Series 65 examinations. Randall's current registrations include the Series 63, Series 65, and a registration as an Investment Advisor Representative in West Virginia.
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.
1
2
WV
06/29/2023 - Present
Cetera Investment Advisers LLC (BRIDGEPORT WV)
WV
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (BRIDGEPORT WV)
IA
05/21/2002 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
OH
01/22/1990 - 05/20/2002
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
NY
05/13/1987 - 12/31/1989
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 12/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/12/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Randall Kerns is the right advisor for you? Invested Better is here to help.