Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Klafter is an Investment Advisor Representative associated with Cetera Investment Advisers LLC. Ross is a licensed advisor with a wide range of experience in the financial industry, starting with his role at Foresters Financial Services, Inc. in 2008. Ross specializes in providing financial advice and investment management services to individuals, businesses, and charitable organizations. He holds various professional licenses and certifications, including Series 6, Series 63, Series 26, and Series 65, demonstrating his expertise in the financial field. Cetera Investment Advisers LLC offers a variety of advisory services, including financial planning, pension consulting, and portfolio management, which Ross utilizes to serve the needs of his 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.
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2
CA
12/14/2023 - Present
Cetera Investment Advisers LLC (PASADENA CA)
CA
06/13/2008 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (MONROVIA CA)
IA
Issued 03/15/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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