Unclaimed
Irene Zurowski is a financial professional with over 10 years of experience in the financial services industry. She is currently registered with Cetera Investment Advisers LLC in Cuyahoga Falls, OH. Irene has previously worked with Valmark Securities, Inc., Principal Securities, Inc., PRUCO Securities, LLC., MML Investors Services, LLC, and Princor Financial Services Corporation. Irene has a Series 66, Series 6TO, Series 7 and SIE licenses. Irene also holds the Certified Financial Planner designation.
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
OH
03/21/2024 - Present
Cetera Investment Advisers LLC (CUYAHOGA FALLS OH)
OH
04/05/2018 - 12/31/2021
VALMARK SECURITIES, INC. (AKRON OH)
OH
05/16/2014 - 02/12/2018
PRINCIPAL SECURITIES, INC. (Fairlawn OH)
OH
09/17/2012 - 03/25/2013
PRUCO SECURITIES, LLC. (WADSWORTH OH)
OH
07/14/2011 - 05/16/2012
MML INVESTORS SERVICES, LLC (MEDINA OH)
OH
09/13/2010 - 05/13/2011
PRINCOR FINANCIAL SERVICES CORPORATION (FAIRLAWN OH)
BOTH
Issued 03/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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