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Shelly Ann trytek Terzolo

Cetera Investment Advisers LLC

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About Shelly Ann trytek Terzolo

Shelly Terzolo is a financial advisor who has been in the industry since 2002. Shelly is currently registered with Cetera Investment Advisers LLC and has been registered with the firm since 2021. Shelly is also registered with the state of New York as an Investment Advisor Representative. Shelly has a Series 6, Series 7TO, and Series 63 license. Shelly is a member of FINRA. Shelly provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.

Firm Information

Shelly Terzolo 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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Shelly Terzolo’s Registration & Firm History

NY

09/02/2021 - Present

Cetera Investment Advisers LLC (CAMILLUS NY)

NY

11/04/2002 - 05/13/2021

AVANTAX INVESTMENT SERVICES, INC. (Camillus NY)

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Licenses & Designations

BC

Issued 01/06/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/04/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Shelly Ann trytek Terzolo. Review regulatory record here.
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