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Glen Barry Cheron

Cetera Investment Advisers LLC

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About Glen Barry Cheron

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.

Firm Information

Glen Cheron 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

1300 ETHAN WY STE 150

SACRAMENTO, CA 95825

$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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Glen Cheron’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Glen Barry Cheron.
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