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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendra? Claim Your ProfileKendra Delisa is an investment advisor representative with Cetera Investment Advisers LLC in AURORA, Colorado. Kendra is licensed in Colorado and California. Kendra has been in the financial industry since 1996. Kendra is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Kendra specializes in working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Kendra offers financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Kendra has been with Cetera Investment Advisers LLC since June 2023 and previously worked with Cetera Advisors LLC, OppenheimerFunds Distributor, Inc., and Cetera Advisor Networks LLC. Kendra holds the Series 6, 7, 24, 51, and 66 licenses.
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.
1
2
CO
06/29/2023 - Present
Cetera Investment Advisers LLC (AURORA CO)
CO
08/02/2019 - 06/29/2021
CETERA ADVISORS LLC (GREENWOOD VILLAGE CO)
CO
06/04/2014 - 05/24/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
CO
01/29/1996 - 02/14/2014
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
BOTH
Issued 08/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2019
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/17/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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