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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kate? Claim Your ProfileKate Lange is an investment advisor representative with Cetera Investment Advisers LLC. Kate Lange has been in the financial services industry since May 3, 1998. She is licensed in Oregon, Texas, Arizona, California, Florida, Idaho, Missouri, Nevada, New Hampshire, Oregon, South Dakota, Texas, and Washington. Kate Lange has been registered with Cetera Advisor Networks LLC and Pruco Securities Corporation in the past.
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
OR
06/29/2023 - Present
Cetera Investment Advisers LLC (SPRINGFIELD OR)
OR
09/07/1999 - 09/19/2023
CETERA ADVISOR NETWORKS LLC (SPRINGFIELD OR)
NJ
04/27/1998 - 08/30/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/1/2000
Series 7 - General Securities Representative Examination
BC
Issued 4/15/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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