Unclaimed
Kristopher Gillmore is an investment advisor representative currently working at Cetera Investment Advisers LLC. Kristopher has been working in the securities industry for over 16 years. Kristopher has passed Series 7TO, SIE and Series 66 exams. Kristopher is registered with the state of Oregon as a both Broker and an Investment Advisor. Kristopher's current firm, Cetera Investment Advisers LLC, has been working in the securities industry for a while and manages a range of client types. Cetera Investment Advisers LLC provides a variety of advisory services, including financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses. In addition to their work as an investment advisor representative, Kristopher is also a musician and a guitar teacher.
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
06/18/2024 - Present
Cetera Investment Advisers LLC (Beaverton OR)
BOTH
Issued 06/15/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/04/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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