Doreen Maria Inserra

Current Employers

Employment History

• 01/1997 → Present
  Doreen M. Inserra Cpa, Pc
  Staten Island, NY
• 02/2012 → 09/2025
  Avantax Investment Services, Inc.
  Staten Island, NY
• 06/2007 → Present
  453 Doane Ave Llc
  Staten Island, NY
• 02/2012 → 09/2025
  Avantax Insurance Agency Llc
  Staten Island, NY
• 01/2013 → 09/2025
  Avantax Advisory Services
  Staten Island, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Staten Island, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-08-24 → 2025-09-05
  Avantax Advisory Services
  Staten Island, NY

Other Businesses

453 Doane Ave. LLC~'NIR'~42 Joel Place~Staten Island~NY~10306~Other~Owner/Sole Proprietor~6/1/2007~10hrs~10hrs~Owner of residential rental real estate|Doreen M Inserra CPA, PC~'NIR'~42 Joel Place~Staten Island~NY~10306~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/1997~160hrs~110hrs~Providing tax & accounting services to clients and managining the daily opreations of the business|H.D Vest Investment Agency, Inc~'NIR'~42 Joel Place~Staten Island~NY~10306~Other~Insurance Sales Agent~2/1/2012~10hrs~10hrs~Selling insurance products|NYS Society of CPAs-SI Chapter~'NIR'~14 Wall Street, 19 Floor~New York~NY~10005~Nonprofit~Other~7/1/2017~4hrs~2hrs~Volunteer-President & Chair of Membership Committee & Attend Monthly Board Meetings|Independent Association of Accountants of SI~'NIR'~C/O IAA Bklyn, Inc 6540 Metropolitan Avenue~Middle Village~NY~11379~Board Position/Officer~Other~9/1/2019~3hrs~3hrs~Participate in monthly member meetings & events| 2) Independent Association of Accountants of SI; 1st Vice President; Board Position/Officer; NIR; 3; 09/01/2019; C/O IAA Bklyn, Inc 6540 Metropolitan Avenue Middle Village NY 11379; Participate in monthly member meetings & events 3) 453 Doane Ave. LLC; Owner/Sole Proprietor; Other; IR; 10; 06/01/2007; 42 Joel Place Staten Island NY 10306; Owner of residential rental real estate 4) Doreen M Inserra CPA, PC; Owner/Sole Proprietor; Tax Preparation/Accounting; NIR; 110; 01/01/1997; Staten Island NY 10306; Providing tax & accounting services to clients and managining the daily opreations of the business 5) NYS Society of CPAs-SI Chapter; Other; Nonprofit; NIR; 2; 07/01/2017; 14 Wall Street, 19 Floor New York NY 10005; Volunteer-President & Chair of Membership Committee & Attend Monthly Board Meetings

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-01-29

Other Names

• Dorren Maria Inserra
• Doreen Marta Inserra