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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deepak? Claim Your ProfileDeepak Kotwal is a financial professional with over 30 years of experience in the industry. Deepak is currently registered with Cetera Investment Advisers LLC, where they provide financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Deepak is also a Certified Financial Planner. Previously, Deepak worked at SAGEPOINT FINANCIAL, INC. and AMERICAN GENERAL SECURITIES INCORPORATED. Deepak has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals.
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.
1
2
PA
03/21/2024 - Present
Cetera Investment Advisers LLC (PITTSBURGH PA)
PA
10/31/2008 - 12/22/2020
SAGEPOINT FINANCIAL, INC. (PITTSBURGH PA)
PA
05/14/1997 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (PITTSBURGH PA)
MD
10/19/1990 - 05/12/1997
THE ADVISORS GROUP, INC. (BETHESDA MD)
IA
Issued 07/13/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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