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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vijay? Claim Your ProfileVijay Kumar is a financial advisor at Cetera Investment Advisers LLC. Vijay has been in the financial industry since 1983 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Vijay is a Certified Financial Planner and holds the Series 6, Series 7, and SIE licenses. He is also a registered representative with the Financial Industry Regulatory Authority (FINRA). Vijay has experience working with individuals, businesses, and retirement plans. He can help you with a variety of financial needs, such as retirement planning, investment management, insurance, and estate planning.
ANAHEIM, 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.
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2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (ANAHEIM CA)
CA
10/07/1992 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (ANAHEIM CA)
CA
09/22/1989 - 10/07/1992
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
08/03/1983 - 09/28/1989
G. R. PHELPS & CO., INC.
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 7/28/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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