Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Kern is a financial advisor with State Farm Investment Management Corp. in Pittsburgh, Pennsylvania. William has been working in the financial services industry since 2009. William is a licensed representative for State Farm Investment Management Corp., and also a registered representative with the Financial Industry Regulatory Authority (FINRA). William is a Series 6, 7, 66, and SIE licensed representative. William's career has spanned various financial institutions including Edward Jones, Citizens Securities, Inc., E*TRADE Securities LLC, and Key Investment Services LLC.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
PA
05/17/2022 - Present
State Farm Investment Management Corp. (Pittsburgh PA)
PA
08/17/2020 - 11/02/2021
CITIZENS SECURITIES, INC. (MCMURRAY PA)
PA
04/18/2019 - 08/13/2020
EDWARD JONES (PITTSBURGH PA)
WA
01/11/2019 - 04/30/2019
EQUITY SERVICES, INC. (SNOHOMISH WA)
WA
12/12/2017 - 11/14/2018
E*TRADE SECURITIES LLC (SEATTLE WA)
WA
06/02/2017 - 08/03/2017
HORNOR, TOWNSEND & KENT, INC. (BELLEVUE WA)
WA
01/05/2017 - 05/17/2017
PRUCO SECURITIES, LLC. (BELLEVUE WA)
WA
09/24/2013 - 01/03/2017
KEY INVESTMENT SERVICES LLC (BURLINGTON WA)
WA
06/11/2009 - 05/17/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BELLEVUE WA)
GA
11/14/2005 - 12/31/2006
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 07/08/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/11/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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