Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivan? Claim Your ProfileIvan Ji Cen is a financial advisor at Cetera Investment Advisers LLC, a firm with a national reach. Ivan has been in the financial services industry since 2008 and has a strong track record of providing financial advice to individuals and families. Ivan is licensed to provide investment advice in Arizona, California and New York and has passed the Series 7, Series 66 and SIE exams. Ivan is committed to helping clients reach their financial goals and has a deep understanding of investment strategies and financial planning.
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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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 05/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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