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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mylene? Claim Your ProfileMylene Serrano-kalinich is an investment advisor representative with Cetera Investment Advisers LLC. Mylene has been in the industry since 2004. Mylene has a strong background in financial planning and portfolio management. Mylene has worked at BB&T Securities, LLC and BB&T Investment Services, Inc. before joining Cetera Investment Advisers LLC. Mylene holds the Series 6, 7, 63, and 66 securities licenses and has passed the SIE exam. Mylene is registered in Florida and Alabama.
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
FL
05/06/2019 - Present
Cetera Investment Advisers LLC (ORLANDO FL)
FL
01/02/2018 - 03/28/2019
BB&T SECURITIES, LLC (ORLANDO FL)
FL
08/06/2014 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (ORLANDO FL)
NY
11/04/2003 - 01/03/2014
M&T SECURITIES, INC. (BINGHAMTON NY)
BOTH
Issued 10/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/23/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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