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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-04 |
Branch Locations
1400 Old Country Rd; Suite 408, Westbury, NY 11590 • United States
Franklin Square, NY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial | Mineola | NY | 07/1994 | 06/2019 |
| Cetera Investment Advisers Llc | Westbury | NY | 06/2019 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 06/2019 | Present |
| Foresters Advisory Services Llc | Mineola | NY | 09/2013 | 06/2019 |
1) MDRT COMMUNITY LEADERS MEMBER, 1/HR/WK 2) DANDARAH WEALTH MANAGEMENT, DBA FOR CETERA BUSINESS 3) PEO BENEFIT REFERRAL PROGRAM-COADVANTAGE-6HRS/WK 4) VICE CHAIR AND BOARDMEMBER OF CPFA ACCREDITATION; REVIEWING AND VOTING ON NEW GUIDELINES FOR THE CPFA 5) TV HOST FOR NOW MEDIA; INTERVIEWING PROFESSIONALS THROUGHOUT THE FINANCIAL SERVICES INDUSTRIES AND CONNECTING INDUSTRIES; 5 HRS/WK
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-09-16 |
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