Cetera Investment Advisers LLC
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About this Advisor
Bernard Paniak is a financial advisor working out of Algonquin, Illinois who has 14 years of industry experience. Paniak works at Cetera Investment Advisers LLC. The advisor has gained experience at Bernard J. Paniak, Cetera Financial Specialists LLC and Cetera Investment Advisers LLC. Paniak maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to operate in Illinois. Cetera Investment Advisers LLC is an advisory company operating out of Schaumburg, IL. It has offices in 1,614 locations and a total of 3,094 advisors. It handles $33 billion in total assets across its 176,986 accounts, making it one of the largest firms in the country by assets under management. The firm advises 431 charitable organizations. Of its 176,986 client accounts, 23% belong to high-net-worth investors who have at least $1 million in assets available to invest. The business performs a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically vary depending on the type of financial services. However, fees billed by Cetera Investment Advisers LLC most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
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Cetera Investment Advisers LLC Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Bernard Paniak Work History
Bernard has been registered as a financial advisor for 14 years.*
Cetera Investment Advisers LLC
Cetera Financial Specialists LLC
Bernard J. Paniak
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Bernard Paniak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact firstname.lastname@example.org.
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