Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenae? Claim Your ProfileJenae Sonne Niko is an Investment Advisor Representative registered with Cetera Investment Advisers LLC. Jenae has been in the financial industry since April 2011 and is registered in California. Jenae holds a Series 66 license. Jenae specializes in financial planning, pension consulting, educational seminars, and selection of other advisers. Jenae provides portfolio management for businesses and individuals. Jenae is affiliated with Optimum Wealth Paso, a financial services firm, and Benchmark Wireline Products, an oilfield service products manufacturer.
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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CA
01/29/2025 - Present
Cetera Investment Advisers LLC (PASO ROBLES CA)
Active
Inactive
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