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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 financial advisor with Cetera Investment Advisers LLC. Fred has been a registered investment advisor since 2004 and has worked with clients at Cetera since 2015. Fred has experience working with clients who are individuals, high net worth individuals, corporations, charitable organizations, pension and profit-sharing plans and state or municipal government entities. Fred works in the Shelby Township, MI office. Prior to joining Cetera, Fred also worked with Summit Brokerage Services, Inc. and J.P. Turner & Company, L.L.C. and has been registered in 20 states.
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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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 08/04/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2010
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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