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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-06-29
  • PA RA
    APPROVED
    Since 2023-06-29

Branch Locations

115 South Main Street, Jersey Shore, PA 17740 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Voya Financial Advisors Jersey Shore PA 09/2014 06/2021
Cetera Wealth Services, Llc El Segundo CA 06/2021 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
Creative Financial Strategies Williamsport PA 07/2025 Present
  • 09/2014 → 06/2021
    Voya Financial Advisors
    Jersey Shore, PA
  • 06/2021 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2023 → Present
    Schaumburg, IL
  • 07/2025 → Present
    Creative Financial Strategies
    Williamsport, PA
Previous Registrations
  • 2017-01-23 → 2021-06-09
    Jersey Shore, PA
    Centre Hall, PA
    Bellefonte, PA
    Spring Mills, PA
    Mill Hall, PA
    Williamsport, PA
    State College, PA
    Jersey Shore, PA
    Williamsport, IA
    Windsor, CT
Other Businesses

1. NAME OF ENTITY: Joel Zysset; No; 1610 Nicola Crossway; WILLIAMSPORT; PA; 17701; tax preparation; tax preparer; 10/31/2005; 4; 4; prepares taxes 2. NAME OF ENTITY: Independent Insurance agent; Yes; SAME AS REGISTERED LOCATION; Fixed Insurance Sales; Independent Insurance Agent; 11/4/2005; 160; 160; sales of fixed insurance products 3. NAME OF OTHER BUSINESS: CREATIVE FINANCIAL STRATEGIES; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 7/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-12-15
  • S63 Uniform Securities Agent State Law Examination
    1997-12-15

View on SEC IAPD

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