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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Der is a financial advisor with Cetera Investment Advisers LLC. Kenneth has been working in the financial industry since 2002 and has a wide range of experience in providing financial planning, portfolio management, and insurance services. Kenneth is a Certified Financial Planner and holds both Series 63 and 65 securities licenses, along with Series 7 and the Securities Industry Essentials (SIE) examination. Kenneth has worked at several firms before joining Cetera Investment Advisers LLC. Kenneth also provides tax preparation services for individuals and businesses. Kenneth's firm, Cetera Investment Advisers LLC, offers a variety of financial services to individuals, families, and businesses, including investment management, financial planning, and retirement planning. Cetera Investment Advisers LLC has over 16,000 clients and manages over $100 billion in assets. Kenneth is committed to providing his clients with personalized financial advice that helps them achieve their financial goals.
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
MA
03/21/2024 - Present
Cetera Investment Advisers LLC (WAKEFIELD MA)
MA
04/01/2014 - 02/01/2019
KESTRA INVESTMENT SERVICES, LLC (WESTBOROUGH MA)
MA
11/16/2010 - 04/17/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (WESTBOROUGH MA)
MA
12/11/2002 - 11/22/2010
H.D. VEST INVESTMENT SERVICES (FRAMINGHAM MA)
IA
Issued 5/23/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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