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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimila? Claim Your ProfileKimila Kay Setzer is an Investment Advisor Representative and an Investment Advisor Representative at Cetera Investment Advisers LLC, a firm that provides investment advisory services to individuals, businesses, and institutional clients. Kimila has been in the securities industry since January 18, 1988. Kimila is registered with the state of Oregon as an Investment Advisor Representative, Cetera Investment Advisers LLC also has a branch office in Donald, Oregon. Kimila is also registered with the state of Oregon as a broker, and is registered with the state of California, Idaho, Washington as a broker. Kimila has a Series 7, Series 63 and Series 65 licenses. Cetera Investment Advisers LLC provides a variety of financial services, including financial planning, portfolio management, and investment advice.
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
OR
03/21/2024 - Present
Cetera Investment Advisers LLC (DONALD OR)
OR
06/14/2000 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (TIGARD OR)
UT
02/24/2000 - 07/19/2000
PACIFIC HARBOR SECURITIES, INC. (HIGHLAND UT)
NY
03/02/1998 - 02/25/2000
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
12/22/1995 - 03/02/1998
DAIN RAUSCHER INCORPORATED
MN
10/31/1989 - 12/31/1995
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NA
02/04/1988 - 11/01/1989
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
01/19/1988 - 02/04/1988
BOETTCHER & COMPANY, INC.
IA
Issued 06/21/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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