Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oren? Claim Your ProfileOren Guzman is a financial advisor with over 20 years of experience in the industry. Oren has a background in providing financial advisory services and investment advising. Currently, Oren is registered with Cetera Investment Advisers LLC and Bright Futures Wealth Management, LLC. Oren is also registered with the state of Illinois and Texas. Oren has a Series 7 and Series 66 license. Oren's specialties include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Oren has worked with clients in a variety of industries including charitable organizations, high net worth individuals, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth. Oren has been with Cetera Investment Advisers LLC since 2013 and Bright Futures Wealth Management, LLC since 2017.
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
IL
10/23/2024 - Present
Cetera Investment Advisers LLC (WILMETTE IL)
IL
12/14/2005 - 05/31/2006
HARRIS INVESTOR SERVICES, INC. (PALATINE IL)
NJ
12/17/2004 - 12/31/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
CA
06/24/2003 - 01/03/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
OH
02/25/2003 - 08/08/2003
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
NY
08/30/2001 - 01/22/2003
AXA ADVISORS, LLC (NEW YORK NY)
FL
07/10/2001 - 08/24/2001
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BOTH
Issued 08/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Oren Guzman is the right advisor for you? Invested Better is here to help.
