Kenneth
Seropian

First National Corporation

CRD#2981821
Investment Advisor
in Rockland, MA

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About this Advisor

Kenneth Seropian is a financial advisor who works in Rockland, Massachusetts with a total of 13 years of industry experience. Seropian is an employee of First National Corporation. They have spent their entire employment at First National Corporation. Seropian maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to advise clients in Massachusetts. First National Corporation is a company operating out of Rockland, MA. It has offices in two locations and a total of nine employees. It oversees $1 billion in assets among its 2,203 accounts, placing it among the larger firms in the country by assets under management. The firm provides services to 17 charitable organizations. Of its 2,203 accounts, 24% belong to high-net-worth individuals who have at least $1 million in assets available to invest. First National Corporation performs a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services usually vary depending on which services are offered. Fee types billed by First National Corporation likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

300 Ledgewood Place Suite 101
Rockland, MA 02370

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First National Corporation Brokerage Details

Total Assets Under Management

$1,071,506,922

MA Average: $16,012,751,954
Total Number of Employees

9

MA Average: 118
Total Number of Accounts

2,203

MA Average: 4,567
Average Account Size

$486,385

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Kenneth Seropian Work History

Kenneth has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

First National Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kenneth Seropian to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at First National Corporation

Alex Oliver
Rockland, MA
Robert Gryp
Rockland, MA
Kenneth Seropian
Rockland, MA
Philip Nehro
Falmouth, MA
Christopher Rivers
Rockland, MA
Jason Skolnick
Rockland, MA
Michael Hebert
Rockland, MA
Richard Oberuc
Rockland, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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