Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you German? Claim Your ProfileGerman Cabrera is a financial advisor with Cadaret, Grant & CO., Inc. German has been in the financial services industry since August 2014. German is registered with the state of Ohio as an Investment Advisor Representative and the state of Texas as a Registered Investment Advisor. German holds a Series 66, Series 7, and SIE license. German is committed to providing clients with personalized financial advice that meets their individual needs. German is also an employee of OPOC.US, where German provides insurance sales, fixed annuities, life/health, dental, vision, std, and other employer ancillary services. German has a proven track record of success in helping 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.
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2
OH
11/30/2023 - Present
Cadaret, Grant & CO., Inc. (Worthington OH)
OH
12/18/2017 - 12/06/2023
SECURITIES AMERICA, INC. (WORTHINGTON OH)
OH
08/25/2014 - 12/19/2017
INVEST FINANCIAL CORPORATION (WORTHINGTON OH)
BOTH
Issued 07/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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