Unclaimed
Landon Vath is a financial advisor registered with Cetera Investment Advisers LLC. Landon has been in the industry since 1984 and holds licenses for both securities and investment advisory services. Landon has passed a number of industry exams including Series 6, 7, 24, 26, 51, 63, and 66. Landon's previous employment includes Foresters Financial Services and Foresters Advisory Services. Landon is currently licensed in Arizona, Florida, Minnesota, and Wisconsin. Landon's firm, Cetera Investment Advisers LLC, is a large firm with over 16,000 clients and billions of dollars in assets under management. The firm offers a variety of financial services including financial planning, pension consulting, and portfolio management.
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
MN
07/10/2019 - Present
Cetera Investment Advisers LLC (EDINA MN)
MN
10/16/1984 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (EDINA MN)
BOTH
Issued 02/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/20/2002
Series 24 - General Securities Principal Examination
BC
Issued 04/02/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/12/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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