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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Berta maria? Claim Your ProfileBerta maria Gonzalez is an investment advisor representative associated with Cetera Investment Advisers LLC. Berta maria has been in the industry since January 1998. Her professional experience includes Cetera Investment Advisers LLC, Cetera Financial Specialists LLC, and Canter & McDaniel, C.P.A.'s P.A.. Berta maria is licensed in several states, including Florida, Texas, California, Indiana, Maryland, Michigan, New Hampshire, New Jersey, New York, North Carolina, Virginia, and Washington. She is also a registered representative and holds the Series 63, Series 7, and SIE exams. Berta maria offers financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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
FL
12/02/2024 - Present
Cetera Investment Advisers LLC (LARGO FL)
CT
01/29/1998 - 06/30/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
BC
Issued 08/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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