Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivan? Claim Your ProfileIvan Cen is a financial advisor with Cetera Investment Advisers LLC in Millbrae, CA. Ivan has over 13 years of experience in the financial services industry. Ivan has a strong understanding of the financial markets and a commitment to providing clients with personalized financial advice. Ivan has held previous roles at LPL Financial LLC, World Group Securities, Inc., Northwestern Mutual Investment Services, LLC and Ameriprise Financial Services, Inc. Ivan is dedicated to helping clients achieve their financial goals.
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
CA
01/21/2014 - Present
Cetera Investment Advisers LLC (MILLBRAE CA)
CA
11/21/2011 - 01/30/2013
LPL FINANCIAL LLC (SAN FRANCISCO CA)
CA
01/17/2011 - 09/15/2011
WORLD GROUP SECURITIES, INC. (SAN FRANCISCO CA)
CA
07/28/2008 - 01/15/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MENLO PARK CA)
CA
03/14/2008 - 07/07/2008
AMERIPRISE FINANCIAL SERVICES, INC. (SAN FRANCISCO CA)
BOTH
Issued 5/2/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ivan Cen is the right advisor for you? Invested Better is here to help.
