Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stevan? Claim Your ProfileStevan Kafitz is a financial advisor at Cetera Investment Advisers LLC, a firm with 5438 licensed agents, 6645 investment adviser reps, 6626 registered representatives, 5928 investment advisory functions, and 287 adviser reps for other investment advisers. Cetera Investment Advisers LLC serves banking or thrift institutions, charitable organizations, corporations or other businesses, high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities. Stevan has been a registered representative since April 1992. Stevan holds Series 6, 7, 63, and 65 licenses. Stevan is also a registered investment advisor in Minnesota. Stevan's specializations include fixed insurance sales, financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and 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.
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2
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (MINNEAPOLIS MN)
MN
04/24/1992 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
MN
03/30/2001 - 10/18/2021
CRI SECURITIES, LLC (MINNEAPOLIS MN)
IA
Issued 12/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/23/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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