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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 advisor with over 30 years of experience in the financial services industry. Deepak is currently registered with Cetera Investment Advisers LLC, working out of their Pittsburgh, PA office. Deepak holds Series 7, 24, 63 and 65 licenses, and is also a Certified Financial Planner. In the past Deepak has also worked for SAGEPOINT FINANCIAL, INC. and AMERICAN GENERAL SECURITIES INCORPORATED. Deepak's previous experience has included a role as Office Manager for Mon Valley Pathology Associates, LTD, and other business activities as detailed in the AdvisorInfo profile. Deepak provides investment advisory services to individuals, businesses, and pension plans. Deepak specializes in financial planning, pension consulting, educational seminars, and selection of other advisors.
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 7/13/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/1/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/27/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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