James David Panozzo

Cetera Investment Advisers LLC

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About James David Panozzo

James David Panozzo is a financial advisor with Cetera Investment Advisers LLC. James has been working in the financial services industry since April 2001. James has a Series 66, Series 6TO, SIE and Series 7 licenses. James has been registered with Cetera Investment Advisers LLC since November 12, 2020. Prior to that, James was with First Allied Securities, Inc. and Robert W. Baird & Co. Incorporated. James is registered to provide investment advice in Florida, Illinois, Indiana, Kentucky, Michigan, Ohio, Pennsylvania, Utah, and Wisconsin. James also works with Investment Management Group, Inc. James David Panozzo has been working as an investment management consultant since 2008, offering financial and investment advice to individuals, corporations, and charitable organizations. James David Panozzo provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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Firm Information

James Panozzo is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a financial services firm headquartered in Schaumburg, Illinois. The firm offers a wide range of financial planning and investment advisory services to individuals, corporations, pension plans, and charitable organizations. Cetera manages over $104 billion in assets for clients. The firm has a large network of licensed financial advisors and investment advisory representatives, serving over 423,000 clients across the country.

Cetera Investment Advisers LLC

316 MORRIS AVE STE 440

MUSKEGON, MI 49440

$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.

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

pension consulting services

Guidance on pension options to ensure a secure financial future.

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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.

fixed fees

Set rates for specific services, regardless of time or assets managed.

percentage of assets

A percentage of the total value of assets under management is charged.

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