Loretta A Aquino

Current Employers

Employment History

• 01/1993 → Present
  Loretta Aquino, Cpa
  Staten Island, NY
• 07/1999 → 09/2025
  Avantax Investment Services, Inc.
  Staten Island, NY
• 11/2003 → 09/2025
  Avantax Advisory Services
  Staten Island, NY
• 06/2021 → Present
  Aquino & Co. Cpa, Pllc
  Staten Island, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-08-25 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Staten Island, NY

Other Businesses

1) Loretta Aquino, CPA~'NIR'~189 Oak Avenue~Staten Island~NY~10306~Tax Preparation/Accounting~Tax Preparation/Accounting~5/13/2010~120hrs~40hrs~Tax preparation and client write up| 2) AQUINO & CO. CPA, PLLC; POSITION: MANAGING MEMBER NATURE: Accounting and tax practice INVESTMENT RELATED: Yes NUMBER OF HOURS: 90 SECURITIES TRADING HOURS: 60 START DATE: 07/01/2021 ADDRESS: 3117 Richmond Road, 3rd floor, Staten Island NY 10306, United States DESCRIPTION: I will be the sole managing member who manage the accounting and tax practice which provides tax and accounting services to my current clients; 3) NAME OF OTHER BUSINESS: STATEN ISLAND ACADEMY; INVESTMENT RELATED: NO; ADDRESS: 715 TODT HILL ROAD, STATEN ISLAND, NY 10304; NATURE OF BUSINESS: BOARD; START DATE: 7/2024; POSITION/TITLE/RELATIONSHIP: ELECTED BOARD OF TRUSTEE MEMBER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ATTEND BIMONTHLY BOARD MEETINGS AND COMMITTEE MEETINGS;

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-10-14

Designations

Other Names

• Loretta A Aquino