Unclaimed
Kalman Finger is a financial advisor registered with Cetera Investment Advisers LLC, a firm based in Schaumburg, Illinois. Kalman Finger has been in the financial industry since May 23, 2011. Kalman Finger is registered in 37 states and holds the Series 66, Series 7 and SIE licenses. Kalman Finger is also a Certified Financial Planner. Cetera Investment Advisers LLC provides financial services for individual clients, high net worth individuals, charitable organizations, corporations or other businesses, pension and profit sharing plans and state or municipal government entities.
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
VA
06/29/2023 - Present
Cetera Investment Advisers LLC (VIENNA VA)
VA
05/24/2011 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (VIENNA VA)
BOTH
Issued 6/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/23/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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