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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gautam? Claim Your ProfileGautam Pai is a financial advisor with Cetera Investment Advisers LLC, a firm with a large network of licensed agents, investment adviser representatives, and registered representatives. Gautam has been in the industry since March 12, 2009, and has a broad range of experience in helping individuals, high-net-worth individuals, businesses, and institutions. He has passed a number of exams including Series 63, Series 65, and Series 7, demonstrating his extensive knowledge in the financial industry. Gautam's specializations include financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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
OH
03/21/2024 - Present
Cetera Investment Advisers LLC (SOLON OH)
IA
Issued 02/10/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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