Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chera? Claim Your ProfileChera Gerstein is a financial advisor who has been in the industry since 1980. Chera is registered to provide investment advisory services in Connecticut. Chera is currently employed by Cetera Investment Advisers LLC in Hartford, CT, and has been with this firm since June of 2023. Chera has previously worked at Tower Square Securities, Inc., HRH Securities, Inc., Advantage Capital Corporation, and Travelers Equities Sales, Inc. Chera is also an active agent registered with several states including Arizona, California, Connecticut, Florida, Georgia, Illinois, Maine, Maryland, Massachusetts, Michigan, Missouri, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Vermont and Virginia. Chera also holds Series 6, 7, 10, 22, 24, 63 and 65 licenses.
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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2
CT
06/29/2023 - Present
Cetera Investment Advisers LLC (HARTFORD CT)
CT
01/04/2000 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (HARTFORD CT)
NY
04/20/2001 - 01/16/2003
HRH SECURITIES, INC. (NEW YORK NY)
GA
08/15/1994 - 01/07/2000
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
10/20/1980 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
IA
Issued 1/17/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/17/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/27/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
BC
Issued 2/28/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/15/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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