Unclaimed
Kurtis Roebuck is a financial professional with over 7 years of experience in the financial services industry. Kurtis is registered as a representative of Cetera Investment Advisers LLC in Kansas and is also a Registered Investment Advisor. Kurtis holds the Series 7TO, Series 66, and SIE licenses. Kurtis is a licensed notary in Kansas. In addition to Cetera Investment Advisers LLC, Kurtis is also affiliated with Prosperity Advisors, LLC. Kurtis's areas of specialization include financial planning, pension consulting, educational seminars, and selection of other advisors. Kurtis's services include portfolio management for individuals and businesses.
10955 LOWELL AVE STE 900, 910, 920, 100, and 200
OVERLAND PARK, KS 66210
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
KS
03/21/2024 - Present
Cetera Investment Advisers LLC (OVERLAND PARK KS)
BOTH
Issued 12/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 4/1/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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