Unclaimed
Andrea Bereznak is a financial advisor registered with Cetera Investment Advisers LLC, a firm with over 100 billion dollars in assets under management. Andrea holds a Series 7, Series 66 and SIE licenses. Andrea has been a financial advisor for over 8 years and has a long history of working with individuals, families, and businesses. Andrea also holds the prestigious Certified Financial Planner designation, which demonstrates a commitment to providing comprehensive financial planning services. Prior to joining Cetera Investment Advisers LLC, Andrea worked as a financial advisor at Voya Financial Advisors, Inc. and Ameriprise Financial Services, Inc.. Andrea is also an independent insurance agent and a yoga instructor.
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.
1
2
AZ
06/29/2023 - Present
Cetera Investment Advisers LLC (GILBERT AZ)
AZ
04/23/2020 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (GILBERT AZ)
AZ
08/01/2018 - 08/20/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Yuma AZ)
AZ
05/10/2016 - 01/22/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Yuma AZ)
AZ
08/25/2014 - 04/25/2016
LPL FINANCIAL LLC (YUMA AZ)
BOTH
Issued 9/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/23/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Andrea Bereznak is the right advisor for you? Invested Better is here to help.