Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Kach is a financial advisor registered in the state of Pennsylvania with Cetera Investment Advisers LLC, a firm with over 100,000 clients and $100 Billion in assets under management. Stephen has over 30 years of experience in the industry, having worked at firms like First Allied Securities, Inc. and First Montauk Securities Corp. Stephen has a strong background in financial planning, portfolio management, and pension consulting. Stephen is passionate about helping his clients achieve their financial goals.
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
PA
11/12/2020 - Present
Cetera Investment Advisers LLC (ALLENTOWN PA)
PA
12/09/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (ALLENTOWN PA)
PA
04/21/1993 - 12/09/2008
FIRST MONTAUK SECURITIES CORP. (ALLENTOWN PA)
PA
03/22/1993 - 04/21/1993
VALLEY NATIONAL INVESTMENTS, INC. (BETHLEHEM PA)
NJ
08/15/1990 - 03/11/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/15/1990 - 03/11/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 12/23/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/14/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/17/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/9/1993
Series 7 - General Securities Representative Examination
BC
Issued 8/14/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stephen Kach is the right advisor for you? Invested Better is here to help.
