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Marina McCleneghen glavota

Cetera Investment Advisers LLC

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About Marina McCleneghen glavota

Marina McCleneghen glavota is a financial advisor with Cetera Investment Advisers LLC. Marina has been in the industry since 2001. Marina has a strong focus on providing financial planning and investment advice to a wide range of clients, including individuals, families, businesses, and charitable organizations. Marina is also experienced in providing portfolio management services, including investment selection and asset allocation.

Firm Information

Marina McCleneghen glavota 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

1450 AMERICAN LANE

SCHAUMBURG, IL 60173-2096

$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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Marina McCleneghen glavota’s Registration & Firm History

FL

07/25/2024 - Present

Cetera Investment Advisers LLC (WEST PALM BEACH FL)

FL

02/15/2024 - 03/08/2024

TD PRIVATE CLIENT WEALTH LLC (WEST PALM BEACH FL)

FL

06/06/2022 - 10/10/2023

TRUIST INVESTMENT SERVICES, INC. (PALM BEACH FL)

FL

11/21/2019 - 06/06/2022

LPL FINANCIAL LLC (DELRAY BEACH FL)

MA

02/27/2001 - 09/21/2005

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 10/01/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/05/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/29/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/21/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/11/2019

SIE - Securities Industry Essentials Examination

BC

Issued 02/26/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 6 public disclosures for Marina McCleneghen glavota. Review regulatory record here.
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