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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-06-25 |
| IL | RA | APPROVED | 2008-08-28 |
Branch Locations
3330 Old Glenview Road Suite 7, Wilmette, IL 60091-2963 • United States
Trevor, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists Llc | Schaumburg | IL | 05/2007 | Present |
| Marvin M. Siegel Cpa, Pc | Wilmette | IL | 06/2006 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2008 | Present |
| Siegel Accounting & Financial Services | Wilmette | IL | 06/2006 | Present |
1. NAME OF OTHER BUSINESS: DBA SIEGEL ACCOUNTING AND FINANCIAL SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 6/2006 POSITION/TITLE/RELATIONSHIP: CSA APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: CLIENT SERVICES 2. NAME OF OTHER BUSINESS: MARVIN M SIEGEL, CPC PC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: TAX AND ACCOUNTING START DATE: 6/2006 POSITION/TITLE/RELATIONSHIP: CSA APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: CLIENT SERVICES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-26 |
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