Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Visa? Claim Your ProfileVisa Kandi Robison is a financial advisor at Cetera Investment Advisers LLC. Visa has been in the financial services industry for over 20 years and holds Series 6, 7, 63, and 65 licenses. She also holds the SIE designation. Visa has experience working with individuals, businesses, high-net-worth clients, charitable organizations, pension plans, and corporations. In addition to providing financial planning services, Visa also offers portfolio management, educational seminars, and selection of other advisors.
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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TX
06/20/2023 - Present
Cetera Investment Advisers LLC (BEAUMONT TX)
TX
06/01/2022 - 06/26/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Beaumont TX)
TX
08/16/2021 - 06/06/2022
PNC INVESTMENTS (LUMBERTON TX)
TX
05/16/2013 - 08/16/2021
BBVA SECURITIES INC. (SILSBEE TX)
TX
07/21/2009 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (BEAUMONT TX)
TX
05/31/2008 - 06/24/2009
CAPITAL ONE INVESTMENT SERVICES LLC (BEAUMONT TX)
TX
07/31/2002 - 05/31/2008
CAPITAL ONE INVESTMENTS, LLC (BEAUMONT TX)
IA
Issued 03/30/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/30/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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