Cetera Investment Advisers LLC
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About this Advisor
Shelly Terzolo is a financial advisor operating out of Camillus, New York with 2 years of relevant experience. Terzolo works at Cetera Investment Advisers LLC. Terzolo has gained experience at Avantax Investment Services, Inc, Avantax Insurance Agency, LLC, Cetera Investment Advisers LLC, Cetera Financial Specialists LLC, Avantax Advisory Services and The Terzolo Financial Group, Inc Dba For Investments. Terzolo has a Series 63 license, designating them as a securities representative, and is registered to operate in New York. Cetera Investment Advisers LLC is an advisory firm headquartered in Schaumburg, IL. It has offices in 1,614 locations and a total of 3,094 financial advisors. It manages $33 billion in total assets among its 176,986 customer accounts, making it one of the largest firms in the nation by assets under management. The firm advises 431 charities and foundations. Of its 176,986 client accounts, 23% are held by high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm provides a number 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. Financial advisory fees vary depending on which services the firm provides the client. Fees charged by Cetera Investment Advisers LLC most likely include 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
Shelly Terzolo Work History
Shelly has been registered as a financial advisor for 2 years.*
Cetera Investment Advisers LLC
Cetera Financial Specialists LLC
The Terzolo Financial Group, Inc Dba For Investments
Avantax Insurance Agency, LLC
Avantax Advisory Services
Avantax Investment Services, Inc
*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 Shelly Terzolo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cetera Investment Advisers LLC
San Marino, CA
Oklahoma City, OK
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