Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Vancuren is a financial advisor with Cetera Investment Advisers LLC. Kathleen has been in the industry since 1997. She specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Kathleen has a broad range of experience in the financial industry, having worked for several firms, including Arvest Wealth Management, BOK Financial Securities, Inc., Prudential Investment Management Services LLC, First Southwest Company, and Charles Schwab & Co., Inc. Kathleen has earned several licenses and designations, including Series 7, 9, 10, 63, and 66, demonstrating her commitment to serving clients with the highest level of professionalism.
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
OK
06/29/2023 - Present
Cetera Investment Advisers LLC (TULSA OK)
OK
10/16/2018 - 07/19/2021
ARVEST WEALTH MANAGEMENT (Tulsa OK)
OK
08/15/2013 - 09/25/2018
BOK FINANCIAL SECURITIES, INC. (Tulsa OK)
NJ
09/17/2008 - 12/08/2010
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
TX
05/15/2007 - 09/03/2008
FIRST SOUTHWEST COMPANY (DALLAS TX)
PA
02/11/2005 - 04/11/2006
INVESMART SECURITIES, LLC (PITTSBURGH PA)
TX
10/19/1993 - 01/31/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
05/18/1993 - 12/16/1993
CULLUM & SANDOW SECURITIES, INC. (DALLAS TX)
NY
03/20/1990 - 06/17/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 11/06/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/16/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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