Unclaimed
Laurence Kachel is an investment advisor representative at Cetera Investment Advisers LLC, a firm registered with the SEC and based in Schaumburg, Illinois. Laurence has been in the securities industry since 1986, working with firms such as SunAmerica Securities, Inc., Wellington Investment Services Corp., and Lincoln Financial Advisors Corporation. Laurence holds Series 3, 7, 24, 63, and 65 licenses. Laurence specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services. Cetera Investment Advisers LLC provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, high net worth individuals, charitable organizations, pension and profit sharing plans, corporations, and state or municipal government entities. The firm manages over $100 billion in assets and serves over 400,000 clients.
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
WI
04/26/2005 - Present
Cetera Investment Advisers LLC (BROOKFIELD WI)
AZ
11/02/1998 - 10/29/2004
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
WI
06/17/1996 - 10/12/1998
WELLINGTON INVESTMENT SERVICES CORP. (BROOKFIELD WI)
IN
06/23/1995 - 06/14/1996
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/23/1995 - 06/14/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CA
07/15/1993 - 01/13/1995
FIRST AFFILIATED SECURITIES (LA JOLLA CA)
FL
09/06/1991 - 07/15/1993
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NA
10/28/1988 - 10/02/1991
XELAN SECURITIES CORPORATION
NA
09/12/1986 - 10/27/1988
WALL STREET DISCOUNTS, INC.
NA
02/24/1984 - 08/21/1984
E. F. HUTTON & COMPANY INC
IA
Issued 03/24/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1984
Series 3 - National Commodity Futures Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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