Unclaimed
Faustina Kerr is a financial advisor at Cetera Investment Advisers LLC. Faustina has been in the financial services industry since 2011 and is registered with the state of California to provide investment advisory services. Faustina is also registered with FINRA as a Registered Representative. Faustina has experience working with individuals, businesses, corporations, and charitable organizations. Faustina's areas of expertise include financial planning, portfolio management, and retirement planning. Faustina is committed to providing personalized financial advice to help 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
CA
02/08/2023 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
10/02/2013 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
10/24/2016 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (San Diego CA)
CA
10/31/2016 - 11/02/2017
GIRARD SECURITIES, INC. (SAN DIEGO CA)
CA
06/28/2012 - 06/05/2013
SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)
CA
12/14/2010 - 06/11/2012
WELLS FARGO ADVISORS, LLC (LA JOLLA CA)
BOTH
Issued 01/05/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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