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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fred? Claim Your ProfileFred William Kobler is a registered investment advisor representative with Cetera Investment Advisers LLC. Fred has been in the securities industry since 2004. Fred holds Series 6, 7, 63, and 65 licenses. Fred has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Fred is a Registered Representative of Summit Financial Group Inc. and is also a licensed insurance agent.
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
11/13/2023 - Present
Cetera Investment Advisers LLC (Shelby Township MI)
MI
09/09/2015 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (SHELBY TOWNSHIP MI)
MI
01/16/2009 - 09/29/2015
J.P. TURNER & COMPANY, L.L.C. (SHELBY TWP MI)
GA
01/01/2004 - 01/20/2009
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 8/4/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/3/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/5/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/23/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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