Unclaimed
Rohit Kumar is a financial advisor with Cetera Investment Advisers LLC. Rohit has been in the industry since 2023. He is registered with the state of California and Texas. Rohit has a Series 24, Series 7TO and a SIE. His firm Cetera Investment Advisers LLC is located in Schaumburg, Illinois. They manage assets for individuals, corporations, charitable organizations, investment companies, pension and profit sharing plans, state or municipal government entities, and banking or thrift institutions. They provide financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.
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
NA
01/30/2025 - Present
Cetera Investment Advisers LLC (GURGAON )
BC
Issued 05/31/2023
Series 24 - General Securities Principal Examination
BC
Issued 03/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Rohit Kumar is the right advisor for you? Invested Better is here to help.