Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eszter? Claim Your ProfileEszter Klara Koch is a financial advisor with over 20 years of experience in the industry. Eszter is currently registered with Cetera Investment Advisers LLC and has been with the firm since March 2023. Prior to joining Cetera, Eszter has held positions with Kestra Investment Services, LLC, Financial Telesis Inc, MML Investors Services, LLC and NFP Securities, INC. Eszter has a wide range of experience in financial planning, portfolio management, and insurance. Eszter is committed to providing her clients with personalized advice and guidance to help them 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
FL
05/04/2023 - Present
Cetera Investment Advisers LLC (WEST PALM BEACH FL)
VA
09/05/2014 - 12/27/2016
KESTRA INVESTMENT SERVICES, LLC (Williamsburg VA)
MD
03/05/2013 - 08/20/2014
FINANCIAL TELESIS INC (POTOMAC MD)
MD
02/23/2012 - 01/24/2013
MML INVESTORS SERVICES, LLC (BETHESDA MD)
MD
08/30/2010 - 02/09/2012
NFP SECURITIES, INC. (BETHESDA MD)
MD
06/18/2002 - 09/03/2010
MML INVESTORS SERVICES, INC. (BETHESDA MD)
MO
11/08/2000 - 07/03/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
AZ
10/01/1999 - 12/16/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 07/17/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/28/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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