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Edward Jay Reitzes

Cetera Investment Advisers LLC

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About Edward Jay Reitzes

Edward Reitzes is an investment advisor representative with Cetera Investment Advisers LLC. He has been in the industry since 1994 and has a diverse background in financial services. Edward has worked for several firms, including Lincoln Financial Advisors Corporation and Cigna Financial Advisors, Inc. Edward is registered with the Securities and Exchange Commission (SEC) and is licensed to sell securities in Kansas, Missouri, and Pennsylvania. He holds the Series 6, Series 7, Series 63, and Series 65 licenses. Edward provides a range of financial services to individuals and businesses, including financial planning, portfolio management, and pension consulting.

Firm Information

Edward Reitzes is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

9393 W. 110TH ST., SUITE 500

OVERLAND PARK, KS 66210

$104.47B

Assets Under Management

16,618

Total Clients

7,280

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Edward Reitzes’s Registration & Firm History

KS

03/21/2024 - Present

Cetera Investment Advisers LLC (OVERLAND PARK KS)

KS

06/01/1998 - 07/11/2006

LINCOLN FINANCIAL ADVISORS CORPORATION (OVERLAND PARK KS)

IN

10/31/2001 - 04/01/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

PA

04/21/1994 - 06/01/1998

CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)

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Licenses & Designations

IA

Issued 12/7/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 4/25/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 2/23/1998

Series 7 - General Securities Representative Examination

BC

Issued 4/20/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward Jay Reitzes.
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