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Berta Maria Mcdaniel Gonzalez

Cetera Investment Advisers LLC

Clearwater, FL

Largo, FL

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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
TX RA APPROVED 2024-12-02
FL RA APPROVED 2024-11-22
  • TX RA
    APPROVED
    Since 2024-12-02
  • FL RA
    APPROVED
    Since 2024-11-22

Branch Locations

28050 Us Hwy 19N Ste 300, Clearwater, FL 33761 • United States

2100 W Bay Drive, Largo, FL 33770 • 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
Canter & Mcdaniel, C.P.A.'S P.A. Largo FL 05/2003 Present
Cetera Financial Specialists Llc Schaumburg IL 06/2004 Present
Cetera Investment Advisers Llc Schaumburg IL 11/2024 Present
  • 05/2003 → Present
    Canter & Mcdaniel, C.P.A.'S P.A.
    Largo, FL
  • 06/2004 → Present
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 11/2024 → Present
    Cetera Investment Advisers Llc
    Schaumburg, IL
Other Businesses

1) TAX & ACCTG PRAC-PARTNER SINCE 99-TAX PREP, ACCTG, ADMIN-50HR/WK.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-03
S63 Uniform Securities Agent State Law Examination 2002-08-01
  • S65 Uniform Investment Adviser Law Examination
    2024-10-03
  • S63 Uniform Securities Agent State Law Examination
    2002-08-01
Other Names
  • Berta Maria Maclaren
  • Berta Maria Mcdaniel
  • Berta Maria Mcdaniel-Gonzalez
  • B. Maria Mcdaniel Gonzalez

View on SEC IAPD

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ERIK N GOLUB
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Other Offices

PFS INVESTMENTS INC. · CLEARWATER, FL
PFS INVESTMENTS INC. · CLEARWATER, FL
PFS INVESTMENTS INC. · CLEARWATER , FL
USA FINANCIAL SECURITIES LLC · Clearwater, FL
BEDINGHAUS FINANCIAL GROUP, INC · CLEARWATER, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Clearwater, FL
EDWARD JONES · CLEARWATER, FL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · CLEARWATER, FL

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