Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Veronica? Claim Your ProfileVeronica Kuznetsov is a financial advisor who has been in the industry since 2012. Veronica currently works at Cetera Investment Advisers LLC in MISSION VIEJO, CA. Veronica has been registered with the state of California since 2012 and has held previous roles at LPL Financial LLC and National Planning Corporation. Veronica has a Series 66 license and other credentials. Veronica specializes in providing financial planning and portfolio management services to individuals, businesses, and other entities.
MISSION VIEJO, CA
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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (MISSION VIEJO CA)
CA
04/11/2018 - 10/06/2022
LPL FINANCIAL LLC (SANTA ANA CA)
CA
06/06/2012 - 02/08/2018
NATIONAL PLANNING CORPORATION (El Segundo CA)
BOTH
Issued 12/6/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/30/2018
Series 4 - Registered Options Principal Examination
BC
Issued 3/30/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/5/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Veronica Kuznetsov is the right advisor for you? Invested Better is here to help.
