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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-06-29 |
| NY | RA | APPROVED | 2023-06-29 |
Branch Locations
330 W 38Th St Ste 901, New York, NY 10018 • United States
Englewood, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2013 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. INDEPENDENT INSURANCE AGENT - FROM BUSINESS ADDRESS - DENTAL AND GROUP DISABILITY INCOME, DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE - 10 SEC HRS 4 NON SEC HRS PER WEEK SINCE 08/2005. 2. NAME OF OTHER BUSINESS: BEN LIPSCHITZ / ELITE FINANCIAL SOLUTIONS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 07/2013 POSITION/TITLE/RELATIONSHIP: LIFE INSURANCE CASE DESIGN AND SUPPORT APX NUMBER OF HOURS PER WEEK: 7 APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: SUPPORT IN FIXED LIFE INSURANCE STRATEGY AND CASE DESIGN.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-12 |
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