Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberta? Claim Your ProfileRoberta Kahn is an investment advisor representative with Cetera Investment Advisers LLC. Roberta is also registered with the state of New York as an investment advisor. Roberta has been in the financial services industry since 2017. Prior to joining Cetera Investment Advisers LLC, Roberta worked as an investment advisor representative at LPL FINANCIAL LLC and INVEST FINANCIAL CORPORATION. Roberta holds the Series 6 and Series 63 licenses. Roberta has also completed the Securities Industry Essentials Exam. Roberta specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
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NY
10/19/2022 - Present
Cetera Investment Advisers LLC (COMMACK NY)
NY
02/14/2018 - 10/27/2022
LPL FINANCIAL LLC (COMMACK NY)
NY
07/11/2017 - 02/14/2018
INVEST FINANCIAL CORPORATION (COMMACK NY)
BC
Issued 10/30/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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