Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Venera? Claim Your ProfileVenera Izant is a registered representative with Cetera Investment Advisers LLC, based in Independence, OH. Venera has been in the financial services industry for over 20 years, and is registered with the state of Ohio and Texas. Prior to joining Cetera, Venera was employed with B. Riley Wealth Management, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Southeast Investments, N.C., Inc., Invest Financial Corporation, FirstMerit Securities, Inc., and McDonald Investments Inc. Venera has obtained several licenses, including the Series 66, SIE, and Series 7. She is also licensed to conduct investment advisory services.
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
OH
01/12/2023 - Present
Cetera Investment Advisers LLC (INDEPENDENCE OH)
OH
10/03/2014 - 08/26/2020
B. RILEY WEALTH MANAGEMENT (BEACHWOOD OH)
OH
04/01/2010 - 10/08/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PEPPER PIKE OH)
NC
10/08/2009 - 04/09/2010
SOUTHEAST INVESTMENTS, N.C., INC. (CHARLOTTE NC)
OH
07/01/2005 - 11/12/2007
INVEST FINANCIAL CORPORATION (AKRON OH)
OH
03/09/2005 - 07/01/2005
FIRSTMERIT SECURITIES, INC. (AKRON OH)
OH
02/28/2001 - 04/01/2004
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 05/14/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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