Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clint? Claim Your ProfileClint Kakkuri is a financial advisor with Cetera Investment Advisers LLC in Negaunnee, Michigan. Clint has been in the financial industry for over 20 years and has a Series 7, Series 65, and Series 66 securities licenses, as well as the SIE exam. Clint is also a Registered Investment Advisor (RIA). Clint’s background is in the financial services industry, and he has experience working for firms like VOYA Financial Advisors, INC. and ING Financial Partners, INC. Clint’s areas of expertise include: financial planning, portfolio management, pension consulting, and selection of other advisers.
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.
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.
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2
MI
06/29/2023 - Present
Cetera Investment Advisers LLC (NEGAUNEE MI)
MI
12/22/2010 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (NEGAUNEE MI)
MI
08/01/2001 - 11/30/2010
ING FINANCIAL PARTNERS, INC. (NEGAUNEE MI)
IA
Issued 7/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 9/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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