Best Investors Account Sign in

Janice Lea Anne Perry

Cetera Investment Advisers LLC

Tunkhannock, PA

CRD 4645713

Claim This Profile
Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

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 2014-02-11
  • PA RA
    APPROVED
    Since 2014-02-11

Branch Locations

74 East Tioga Street, Tunkhannock, PA 18657 • 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
First National Bank Of Pa Tunkhannock PA 01/2009 Present
Cetera Investment Services Llc St.CLoud MN 02/2014 Present
Cetera Investment Advisors Llc Tunkhannock PA 02/2014 Present
  • 01/2009 → Present
    First National Bank Of Pa
    Tunkhannock, PA
  • 02/2014 → Present
    Cetera Investment Services Llc
    St.CLoud, MN
  • 02/2014 → Present
    Cetera Investment Advisors Llc
    Tunkhannock, PA
Previous Registrations
  • 2011-11-09 → 2014-02-13
    Hazleton, PA
    Nanticoke, PA
    Fort Mill, SC
    Nanticoke, PA
    Scranton, PA
    Carbondale, PA
    Clifford Township, PA
    Forest City, PA
    Hunlock Creek, PA
    Hazleton, PA
    Montrose, PA
    Tunkhannock, PA
    Mcadoo, PA
Other Businesses

1.)ELIGIBLE TO RECEIVE REFERRAL FEES FROM TRUST DEPARTMENT. 2.) FIXED LIFE INSURANCE SALES OUTSIDE OF CETERA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-07
S63 Uniform Securities Agent State Law Examination 2003-05-15
  • S66 Uniform Combined State Law Examination
    2011-11-07
  • S63 Uniform Securities Agent State Law Examination
    2003-05-15
Other Names
  • Janice Lea Anne Hudack

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Tunkhannock, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor