Best Investors Account Sign in
Current Employers
Cetera Investment Advisers Llc

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

Current Registrations

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

Branch Locations

Burgettstown, PA • United States

255 N 3Rd St, Steubenville, OH 43952 • 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
Scottrade, Inc. Mentor OH 04/2006 02/2018
Td Ameritrade, Inc. Omaha NE 02/2018 03/2018
Scottrade Investment Management St. Louis MO 01/2017 03/2018
Axa Advisors, Llc New York NY 04/2018 06/2020
Equitable Advisors, Llc New York NY 04/2018 04/2021
Tri State Financial Services Steubenville OH 04/2021 Present
Cetera Wealth Services, Llc El Segundo CA 04/2021 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
  • 04/2006 → 02/2018
    Scottrade, Inc.
    Mentor, OH
  • 02/2018 → 03/2018
    Td Ameritrade, Inc.
    Omaha, NE
  • 01/2017 → 03/2018
    Scottrade Investment Management
    St. Louis, MO
  • 04/2018 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 04/2018 → 04/2021
    New York, NY
  • 04/2021 → Present
    Tri State Financial Services
    Steubenville, OH
  • 04/2021 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2023 → Present
    Schaumburg, IL
Previous Registrations
  • 2018-04-16 → 2021-04-22
    Independence, OH
    Akron, OH
  • 2017-01-31 → 2018-04-02
    Scottrade Investment Management
    Saint Louis, MO
Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 04/2018 APX NUMBER OF HOURS PER WEEK: 15 APX NUMBER OF HOURS DURING TRADING HOURS: 15 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE 2. NAME OF OTHER BUSINESS: TRI STATE FINANCIAL SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 03/2021 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 15 APX NUMBER OF HOURS DURING TRADING HOURS: 15 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES; 3. NAME OF OTHER BUSINESS: JEFFERSON COUNTY CHAMBER OF COMMERCE, INVESTMENT RELATED: NO, ADDRESS: 630 MARKET ST, STEUBENVILLE, OH, 43952, NATURE OF BUSINESS: CIVIC, START DATE: 12/2022, POSITION/TITLE/RELATIONSHIP: AMBASSADOR, APX NUMBER OF HOURS PER WEEK: 2, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: REPRESENT CHAMBER OF COMMERCE AT EVENTS, ASSIST WITH EVENTS HELD BY CHAMBER OF COMMERCE; 4. NAME OF OTHER BUSINESS: FOLLANSBEE CHAMBER OF COMMERCE; INVESTMENT RELATED: NO; ADDRESS: 744 VIRGINIA AVE FOLLANSBEE, WV 26037; NATURE OF BUSINESS: NON PROFIT; START DATE: 04/2023; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: PROVIDE INPUT & IDEAS TO HELP THE CHAMBER GROW; 5. NAME OF OTHER BUSINESS: UNITED WAY OF JEFFERSON COUNTY; INVESTMENT RELATED: NO; ADDRESS: 511 N 4TH ST, STEUBENVILLE, OH 43952; NATURE OF BUSINESS: BOARD; START DATE: 6/2023; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: PROVIDE INPUT & IDEAS TO THE EXECUTIVE DIRECTOR TO HELP THE ORGANIZATION GROW & SUPPORT THE COMMUNITY; 6. NAME OF OTHER BUSINESS: JEFFERSON COUNTY CHAMBER OF COMMERCE; INVESTMENT RELATED: NO; ADDRESS: 630 MARKET ST, STEUBENVILLE, OH 43952; NATURE OF BUSINESS: BOARD; START DATE: 11/2024; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: PROVIDE INPUT AND IDEAS TO HELP THE CHAMBER GROW;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-31
S63 Uniform Securities Agent State Law Examination 1998-07-20
  • S66 Uniform Combined State Law Examination
    2017-01-31
  • S63 Uniform Securities Agent State Law Examination
    1998-07-20
Other Names
  • Gene Zrinyi

View on SEC IAPD

More in Burgettstown, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor