Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bobbi? Claim Your ProfileBobbi Koala is a financial advisor with over 20 years of experience in the industry. Bobbi is currently registered with Avantax Advisory Services and provides financial advice to individuals, businesses, and retirement plans. Bobbi is also a Certified Public Accountant. Bobbi has previously been registered with CETERA FINANCIAL SPECIALISTS LLC, MARINER FINANCIAL SERVICES, INC. and FIRST INVESTORS CORPORATION. Bobbi holds Series 6, 7, 63, and 65 licenses. In addition to their work as a financial advisor, Bobbi is also a real estate agent and operates Koala Financial, Inc.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
11/07/2022 - Present
Avantax Advisory Services (Bonita CA)
CA
01/21/2003 - 11/09/2022
CETERA FINANCIAL SPECIALISTS LLC (BONITA CA)
NA
11/07/1988 - 12/19/1989
MARINER FINANCIAL SERVICES, INC.
NA
05/19/1986 - 11/27/1987
FIRST INVESTORS CORPORATION
IA
Issued 02/01/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/18/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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