Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Regina? Claim Your ProfileRegina Marie Kotzer is a financial advisor with Avantax Advisory Services. Regina has over 10 years of experience in the financial services industry. Regina holds a Series 6, 7, 63 and 66 licenses and the SIE designation. Regina is registered to provide investment advisory services in Pennsylvania and Florida. Regina is also registered to provide investment advisory services in South Carolina. Regina is a member of the Central PA Chamber of Commerce, Danville Elks Lodge 754, Danville Business Alliance, Moose Chapter 930, Lodge 1133, and Business Networking International Global.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
PA
11/08/2022 - Present
Avantax Advisory Services (Danville PA)
PA
12/09/2013 - 06/29/2022
EDWARD JONES (DANVILLE PA)
PA
05/14/2012 - 12/17/2013
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (HARRISBURG PA)
BOTH
Issued 02/08/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/12/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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