Unclaimed
Glen Barry Cheron is a financial advisor with Cetera Investment Advisers LLC. Glen has been in the financial industry since 1994 and has extensive experience in the securities industry. Glen holds Series 7, Series 63, Series 52, and Series 65 licenses and has expertise in providing financial planning, portfolio management, and pension consulting services. Glen is a member of the Association of Divorce Financial Planners and is available as a referral source to clients after the collaborative divorce process.
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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CA
06/29/2023 - Present
Cetera Investment Advisers LLC (SACRAMENTO CA)
CA
08/30/2007 - 12/10/2007
LINSCO/PRIVATE LEDGER CORP. (SACRAMENTO CA)
CA
09/09/2002 - 11/06/2007
XCU CAPITAL CORPORATION, INC. (SACRAMENTO CA)
CA
01/31/2001 - 09/23/2002
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NE
09/19/2000 - 11/10/2000
QA3 FINANCIAL CORP. (OMAHA NE)
CA
02/26/1999 - 09/14/2000
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MN
11/03/1997 - 07/21/1999
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
MO
08/21/1996 - 05/22/1997
EVEREN SECURITIES, INC. (ST. LOUIS MO)
CA
03/13/1996 - 08/21/1996
M.L. STERN & CO. INC. (BEVERLY HILLS CA)
NJ
11/11/1994 - 03/15/1996
J. B. HANAUER & CO. (PARSIPPANY NJ)
NJ
11/08/1993 - 11/15/1994
NORI, HENNION, WALSH, INC. (PARSIPPANY NJ)
IA
Issued 7/25/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/6/1993
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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