Ivana G Liberatore

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1989 → Present
  Ivana G. Liberatore
  Canonsburg, PA
• 01/1986 → Present
  Rental Property
  Canonsburg, PA
• 10/2004 → 09/2025
  Avantax Investment Services, Inc.
  Canonsburg, PA
• 01/2007 → 09/2025
  Avantax Advisory Services
  Canonsburg, PA
• 08/2016 → 09/2025
  Avantax Insurance Agency, Llc.
  Canonsburg, PA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2007-01-08 → 2025-09-05
  Avantax Advisory Services
  Canonsburg, PA

Other Businesses

1) Liberatore Rental Properties~'NIR'~1031 Fawn Valley Drive~Canonsburg~PA~15317~Rental Property Owner/Management~Owner/Sole Proprietor~1/1/1986~5hrs~0hrs~Show rental properties, do credit checks on applicants, cleaning, maintenance, pay bills. 2) Ivana G Liberatore CPA, CFP & Associates~'NIR'~222 East McMurray Road~McMurray~PA~15317~Tax Preparation/Accounting~Owner/Sole Proprietor~10/22/2004~20hrs~20hrs~Tax preparation, consulting 3) CASA WASHINGTON POSITION: Court Appointed Special Advocate Volunteer NATURE: I have been sworn in by the court of Washington County PA to be a child advocate for my assignment.I am sworn to gather information through court order and interview to make recommendations which are in the best interest of my assigned fosterchild.I am also on the board of directors, which is a different role, and previously disclosed. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/18/2024 ADDRESS: 382 West Chestnut Street, Suite 108B, Washington PA 15301, United States DESCRIPTION: I have been sworn in by the court of Washington County PA to be a child advocate for my assignment.I am sworn to gather information through court order and interview to make recommendations which are in the best interest of my assigned foster child, who has been neglected or abused.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-02
• S63 Uniform Securities Agent State Law Examination
  2004-12-20

Designations

• Certified Financial Planner