Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaleb? Claim Your ProfileKaleb Cervantes is an Investment Advisor Representative with Alera Investment Advisors, LLC. Kaleb has been in the financial services industry since December 2023. Kaleb has passed the Series 66, Series 7TO, and SIE exams. Kaleb is currently registered in Washington. Previously, Kaleb was employed by Triad Advisors LLC in Tacoma, Washington.
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
IL
06/17/2024 - Present
Alera Investment Advisors, LLC (DEERFIELD IL)
WA
12/05/2023 - 08/23/2024
TRIAD ADVISORS LLC (Tacoma WA)
BOTH
Issued 06/17/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/09/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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