Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irene? Claim Your ProfileIrene Kogan is a financial advisor with over 30 years of experience in the financial services industry. Irene is currently registered with Cetera Investment Advisers LLC and has been with the firm since 2023. Previously, Irene worked for Cetera Advisor Networks LLC in El Segundo, CA from 2013 to 2023 and Financial Network Advisory Corp. in Torrance, CA from 1992 to 2013. Irene holds the Series 7, 26, and 63 licenses. Irene is dedicated to providing personalized financial advice and helping clients reach 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
06/29/2023 - Present
Cetera Investment Advisers LLC (LOS ANGELES CA)
MN
08/18/1988 - 03/02/1992
FORTIS INVESTORS, INC. (OAKDALE MN)
NA
03/23/1988 - 03/31/1988
ALTERNATIVE INVESTMENT CORPORATION
BC
Issued 03/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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