Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Bereznak is a financial professional with Cetera Investment Advisers LLC. Andrea has been in the financial services industry for more than 8 years. She is a Certified Financial Planner™ professional. Andrea has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Prior to joining Cetera Investment Advisers LLC, Andrea worked at Voya Financial Advisors, Inc. and Ameriprise Financial Services, Inc. Andrea is committed to providing her clients with personalized financial advice and guidance.
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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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 09/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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