![Eszter Koch, financial advisor West Palm Beach FL](/img/ws/profile-blank-sq.png)
Eszter Koch (CRD# 4014542) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in West Palm Beach, FL and has over 24 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
![Kurt Durrwachter, financial advisor West Palm Beach FL](/img/ws/profile-blank-sq.png)
CRD# 4207020
Dakota Wealth, LLC
![Ali Abbas, financial advisor West Palm Beach FL](/img/ws/profile-blank-sq.png)
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Investment Advisers LLC | Schaumburg, IL | Mar 2023 - Current | 1 |
Cetera Advisor Neworks LLC | El Segundo, CA | Mar 2017 - Current | 7 |
Sageview Advisory Group | West Palm Beach, CA | Mar 2017 - Oct 2017 | < 1 |
Unemployed | West Palm Beach, FL | Jan 2017 - Feb 2017 | < 1 |
Kestra Financial Services, Inc. | Austin, TX | Apr 2016 - Dec 2016 | < 1 |
Strategic Retirement Partners | Williamsburg, VA | Jan 2016 - Dec 2016 | < 1 |
Nfp Advisor Services, LLC | Potomac, MD | Aug 2014 - Apr 2016 | 1 |
401 (k) Advisors, Inc. | Aliso Viejo, CA | Aug 2014 - Jan 2016 | 1 |
Financial Telesis Inc. | San Rafael, CA | Mar 2013 - Aug 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1999 |
S66 | NASAA Uniform Combined State Law Examination | Jul 2001 |
- FL
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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