Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendra? Claim Your ProfileKendra Sue Delisa is a financial advisor with over 27 years of experience in the industry. Kendra is currently registered with Cetera Investment Advisers LLC in Aurora, Colorado and Greenwood Village, Colorado. Previously Kendra was registered with Cetera Advisors LLC from August 2019 to June 2021, and OppenheimerFunds Distributor, Inc. from June 2014 to May 2019. Kendra has a strong track record of providing financial advice to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Kendra holds Series 6, 7, 24, 51, and 66 securities licenses.
AURORA, CO
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 8/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2019
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 3/17/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2001
Series 7 - General Securities Representative Examination
BC
Issued 1/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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