Advisors at this firm
Andrew K
Series 65
Bohemia, NY
Federal Prep
Andrew Kerper is a Series 65 licensed financial advisor with Federal Prep Advisors, Inc., where he has worked since 2022. He has three years of industry experience and a background that includes roles in public education and community organizations. Outside of advising, he is also a licensed life insurance agent. Federal Prep Advisors, Inc. provides non-discretionary portfolio management and advisory services to individual clients, focusing on employer retirement plans and IRA rollovers. The firm uses a risk tolerance questionnaire to tailor investment strategies and manages a large client base through a consultative approach.
Michael K
Series 63, Series 65
Bohemia, NY
Federal Prep
Michael Kerper is a financial advisor at Federal Prep Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Federal Prep since 2008, including its advisory affiliate Federal Prep Advisors, Inc. and Rainmaker Alliance LLC, of which he is the owner. He is also a licensed insurance agent and occasionally offers insurance products through his Rainmaker Alliance business. Federal Prep Advisors, Inc. provides non-discretionary portfolio management and advisory services to individual clients, focusing on employer retirement plans and IRA rollovers. The firm uses modern portfolio theory and risk tolerance assessments to tailor investment strategies, advising on mutual funds, ETFs, fixed income, and other securities while maintaining a high client-to-advisor ratio.
Joseph C
Series 63, Series 65
Bohemia, NY
Federal Prep
Joseph Chiossone is a financial advisor at Federal Prep with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Federal Prep Advisors, Inc. since 2017, with prior experience at RNR Securities, LLC. Outside of advising, he is a college adjunct professor and serves as an EEO investigator. Federal Prep Advisors, Inc. provides non-discretionary portfolio management and advisory services to individual clients, focusing on employer retirement plans and IRA rollovers. The firm uses modern portfolio theory and risk tolerance assessments to tailor investment strategies, advising on mutual funds, ETFs, fixed income, real estate funds, annuities, and certain international securities.