Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Robert Kerscher is a financial advisor registered with Principal Securities, Inc. Stephen has been working in the financial industry since 2002, and holds Series 6, SIE, and Series 63 licenses. Stephen specializes in financial planning, pension consulting, and educational seminars. Stephen has worked at Prudential Investment Management Services LLC and Nationwide Investment Services Corporation previously. Stephen can advise individuals, high-net-worth individuals, corporations, 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.
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.
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 fees, solicitors fees, subscription consulting fees
1
2
IA
05/22/2020 - Present
Principal Securities, Inc. (DES MOINES IA)
IL
03/20/2009 - 05/21/2020
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (CHICAGO IL)
OH
10/11/2002 - 03/24/2009
NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)
BC
Issued 04/16/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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