Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adriana? Claim Your ProfileAdriana Barroso Bartholo Cox is an investment advisor representative with Cetera Investment Advisers LLC. Adriana has been in the financial industry for over 10 years. Adriana has been registered with the state of California since 2015 and has a Series 6, 7, 63, and 65 license. Adriana is also a licensed insurance agent in the state of California. Adriana is committed to providing personalized financial advice to her clients, and helps her clients with financial planning, portfolio management, and other financial services.
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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CA
06/29/2023 - Present
Cetera Investment Advisers LLC (TORRANCE CA)
CA
10/26/2012 - 05/07/2015
TRANSAMERICA FINANCIAL ADVISORS, INC (GARDENA CA)
IA
Issued 11/9/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/1/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/25/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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