Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kern is a financial professional with over 18 years of experience in the industry. Robert is currently registered with Oneamerica Securities, Inc. and has been associated with the firm since July 2012. Robert is also registered with FINRA and holds the Series 6, Series 7, and Series 63 licenses, as well as the SIE exam. Prior to joining Oneamerica Securities, Inc., Robert was employed by MML Investors Services, LLC and Foresters Equity Services, Inc. Robert provides financial planning services, portfolio management, and educational seminars for individuals and businesses.
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
ID
07/11/2012 - Present
Oneamerica Securities, Inc. (NAMPA ID)
ID
07/17/2007 - 12/01/2011
MML INVESTORS SERVICES, LLC (BOISE ID)
ID
01/05/2004 - 07/09/2007
FORESTERS EQUITY SERVICES, INC. (MERIDIAN ID)
BC
Issued 01/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Kern is the right advisor for you? Invested Better is here to help.
