Berton Ira Goldstein

Current Employers

Employment History

• 05/1976 → Present
  Abe Goldstein Cpa
  Northbrook, IL
• 06/2004 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 03/2005 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2013 → Present
  Berton I. Goldstein, Cpa
  Northbrook, IL
• 09/2024 → Present
  Bigco
  Skokie, IL

Other Businesses

1)NAME OF OTHER BUSINESS: BERTON I GOLDSTEIN CPA ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: TAX AND ACCOUNTING ; START DATE: 06/2020 ; POSITION/TITLE/RELATIONSHIP: OWNER / CPA ; APX NUMBER OF HOURS PER WEEK: 50 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: TAX & ACCOUNTING BUSINESS WITH LIMITED POWER OF ATTORNEY FOR IRS AND OTHER TAX MATTERS 2) BERTON I. GOLDSTEIN, ATTORNEY - NOT INVESTMENT RELATED (SELF-EMPLOYED ATTORNEY) -TITLE: SOLE PROPRIETOR - STARTED 1981 - WORK 10-20 HRS/WK: 3) NAME OF OTHER BUSINESS: BERTON I GOLDSTEIN WEALTH MANAGEMENT SERVICES ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 06/2020 ; POSITION/TITLE/RELATIONSHIP: OWNER / FINANCIAL PROFESSIONAL ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: DBA NAME FOR INVESTMENT PRACTICE; 4) NAME OF OTHER BUSINESS: BIGCO INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED ADDRESS, NATURE OF BUSINESS: LLC, START DATE: 09/2024, POSITION/TITLE/RELATIONSHIP: SOLE MEMBER, LESS THAN ONE HOUR PER WEEK, LESS THAN ONE HOUR DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: LLC CREATED FOR OFFICE LEASE PURPOSES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-12-06
• S63 Uniform Securities Agent State Law Examination
  1991-10-21