Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kate? Claim Your ProfileKate Lange has over 25 years of experience in the financial services industry. Kate is currently registered with Cetera Investment Advisers LLC and has been with the firm since June 2023. Previously, Kate was affiliated with CETERA ADVISOR NETWORKS LLC from September 1999 to September 2023 and with PRUCO SECURITIES CORPORATION from April 1998 to August 1999. Kate specializes in financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Kate is also a registered investment advisor in Oregon and Texas.
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 04/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/15/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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