linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Agnieszka Iaria

Cetera Advisors LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Agnieszka? Claim Your Profile

About Agnieszka Iaria

Agnieszka Iaria is a financial advisor with over 20 years of experience in the financial industry. Agnieszka has a strong background in securities, working with various firms including Cetera Advisors LLC, Cetera Financial Specialists LLC, and Cetera Advisor Networks LLC. Agnieszka is currently registered with Cetera Advisors LLC in Colorado and California.

Firm Information

Agnieszka Iaria is currently registered with Cetera Advisors LLC. Cetera Advisors LLC is a Limited Liability Company formed on August 31, 2012. It is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has 14 Regulatory Event disclosures, 1 Civil Event disclosure, and 7 Arbitration disclosures on file.

Not reported

Assets Under Management

Not reported

Total Clients

467

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Agnieszka Iaria’s Registration & Firm History

CO

09/26/2018 - Present

Cetera Advisors LLC (GREENWOOD VILLAGE CO)

CA

09/26/2018 - 09/08/2022

FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)

FL

09/26/2018 - 12/03/2019

SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)

CO

03/06/2015 - 06/01/2018

NORTHSTAR SECURITIES, LLC (GREENWOOD VILLAGE CO)

CA

03/13/2013 - 03/25/2013

CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)

MN

02/06/2013 - 03/25/2013

CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)

CO

10/18/2012 - 03/25/2013

CETERA FINANCIAL SPECIALISTS LLC (DENVER CO)

CO

04/06/2001 - 03/25/2013

CETERA ADVISORS LLC (DENVER CO)

OH

09/26/2002 - 12/31/2003

VESTAX SECURITIES CORPORATION (HUDSON OH)

GA

07/19/2002 - 12/31/2003

IFG NETWORK SECURITIES, INC. (ATLANTA GA)

MN

10/25/2000 - 03/06/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/25/2000 - 03/06/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Agnieszka Iaria is right for you?

Licenses & Designations

BOTH

Issued 01/31/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/20/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/19/2004

Series 4 - Registered Options Principal Examination

BC

Issued 04/07/2003

Series 53 - Municipal Securities Principal Examination

BC

Issued 04/19/2002

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/24/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Agnieszka Iaria.
Not sure if Agnieszka Iaria is right for you?