Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaitlyn? Claim Your ProfileKaitlyn Joy Dobbins is a registered representative with Cetera Investment Advisers LLC and has been working in the financial services industry since June 8, 2018. Previously, Kaitlyn Joy Dobbins worked at First Allied Securities, Inc., and Park Avenue Securities LLC. Kaitlyn Joy Dobbins is a licensed investment advisor representative in California. She is licensed to provide financial advice to individuals, corporations, and other businesses. Kaitlyn Joy Dobbins holds a Series 7, Series 66, and SIE license. Cetera Investment Advisers LLC is a registered investment adviser with the Securities and Exchange Commission.
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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
06/09/2021 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (EL SEGUNDO CA)
CA
05/21/2018 - 05/20/2021
PARK AVENUE SECURITIES LLC (SAN DIEGO CA)
BOTH
Issued 9/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/21/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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