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KT

Kent A. Tieber

CETERA ADVISORS LLC
SAN DIEGO, CA 92101
Some features on this profile are disabled
CRD#: 2707215
KT

Professional summary


Kent Anthony Tieber is a registered financial professional currently at CETERA ADVISORS LLC located in San Diego, California and CETERA INVESTMENT SERVICES LLC located in San Diego, California.

Kent is registered as a RR (Registered Representative) and started their career in finance in 1997. Kent has worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 24, Series 10 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Kent Anthony Tieber's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 2, 2017 - Present

CETERA ADVISORS LLC

Office #1: 655 W Broadway 12th Fl, San Diego, CA 92101
BD
CRD#: 10299
SAN DIEGO, CA
Current

April 26, 2022 - Present

CETERA INVESTMENT SERVICES LLC

Office #1: 655 W Broadway 12th Fl, San Diego, CA 92101
BD
CRD#: 15340
SAN DIEGO, CA
Current

April 26, 2022 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 655 W Broadway 12th Fl, San Diego, CA 92101
BD
CRD#: 13572
SAN DIEGO, CA
Current

April 26, 2022 - Present

CETERA FINANCIAL SPECIALISTS LLC

Office #1: 655 W Broadway12th Fl, San Diego, CA 92101
BD
CRD#: 10358
SAN DIEGO, CA
Past

April 26, 2022 - September 8, 2022

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
SAN DIEGO, CA
Past

July 19, 2017 - October 24, 2019

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
SAN DIEGO, CA
Past

June 2, 2017 - October 24, 2019

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
SAN DIEGO, CA
Past

June 2, 2017 - October 24, 2019

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
SAN DIEGO, CA
Past

August 15, 2013 - June 13, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN DIEGO, CA
Past

October 31, 2000 - January 11, 2013

TD AMERITRADE, INC.

BD
CRD#: 7870
SAN DIEGO, CA
Past

June 1, 1998 - October 26, 2000

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

September 5, 1997 - June 1, 1998

JACK WHITE & COMPANY, INC.

BD
CRD#: 7645

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(1/2/2020)

Exams


State Security Law Exam
RR
Series 63
Date: 1/5/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CF
CETERA FINANCIAL SPECIALISTS LLC
CETERA FINANCIAL BROKERAGE SERVICES | TERRA SECURITIES CORPORATION | GENWORTH FINANCIAL SECURITIES CORPORATION | GENWORTH FINANCIAL BROKERAGE SERVICES | CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358 / SEC#: , 8-27082

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
1450 American Lane 6th Floor, Suite #650, Schaumburg, IL 60173
Mailing Address
1450 American Lane 6th Floor, Suite #650, Schaumburg, IL 60173
Phone number
(888) 528-2987
Established
Delaware since 10/31/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CETERA FINANCIAL GROUP, INC.SOLE MEMBER
BANKS, ELAYNE CAMILLEVICE PRESIDENT3070202
BUCHHEISTER, JEFFREY ROBERTCHIEF FINANCIAL OFFICER4709900
BUDEVICH, SERGEVICE PRESIDENT AND TAX OFFICER7996345
BURKOTT, DANIEL PAULCHIEF COMPLIANCE OFFICER4710068
DOWELL, RODNEY CAMMERONPRINCIPAL FINANCIAL OFFICER AND VICE PRESIDENT7376607
FRIES, MATTHEW NEIL KALANIVICE PRESIDENT2723824
GOK, LISA ANNESECRETARY5059738
HOLWEGER, KIMBERLEYCHIEF OPERATING OFFICER AND PRINCIPAL OPERATIONS OFFICER1572778
KIRCHER, NICHOLE MARIEVICE PRESIDENT2876887
KRUEGER, RONALD GEORGEMANAGER, CHIEF EXECUTIVE OFFICER AND PRESIDENT2651416
LEE, WINNIE AI-LINGASSISTANT SECRETARY7381661
MACKAY, TODD CHRISTOPHERMANAGER2799860
MIZUGUCHI, MAURACHIEF ACCOUNTING OFFICER AND TREASURER5769181
NEARY, JOSEPH DANIELMANAGER AND VICE PRESIDENT2993505
RAMOS, RAMONMONEY LAUNDERING REPORTING OFFICER2160203
ROTHENBERG, JON HOWARDVICE PRESIDENT2737327
SMILEY, STANLEY ROBERTVICE PRESIDENT3004604
STINSON, TIMOTHY EARL MCCOYVICE PRESIDENT2272183
VAN HAVERMAAT, DAVID JAMESASSISTANT SECRETARY7042846

Disclosures


Regulatory Event11
Arbitration3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358San Diego, CA 92101

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