Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Penn? Claim Your ProfilePenn Warren Rettig is a financial advisor with over 39 years of experience in the financial services industry. Penn is currently registered with Cetera Investment Advisers LLC in Oregon. Penn has previously worked with a number of other firms including Financial Network Investment Corporation and Royal Alliance Associates, Inc.. Penn is also a Certified Financial Planner. Penn has a wide range of experience and is dedicated to helping clients achieve their financial goals.
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
OR
03/21/2024 - Present
Cetera Investment Advisers LLC (EUGENE OR)
CA
01/02/1990 - 12/09/2003
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
AZ
11/19/1989 - 01/18/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
05/03/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
06/20/1984 - 05/20/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
06/20/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 9/1/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/17/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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