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Eleni Liakakis

Cetera Investment Advisers LLC

Woburn, MA

Lowell, MA

CRD 5649567

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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
TX RA APPROVED 2023-01-18
MA RA APPROVED 2019-08-27
  • TX RA
    APPROVED
    Since 2023-01-18
  • MA RA
    APPROVED
    Since 2019-08-27

Branch Locations

400 Tradecenter Suite 4920, Woburn, MA 01801 • United States

Lowell, MA • 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
Foresters Financial Services Woburn MA 05/2010 06/2019
Foresters Advisory Services Woburn MA 01/2015 06/2019
Cetera Investment Services Llc St Cloud MN 06/2019 Present
Cetera Investment Advisers Llc Woburn MA 06/2019 Present
  • 05/2010 → 06/2019
    Foresters Financial Services
    Woburn, MA
  • 01/2015 → 06/2019
    Foresters Advisory Services
    Woburn, MA
  • 06/2019 → Present
    Cetera Investment Services Llc
    St Cloud, MN
  • 06/2019 → Present
    Cetera Investment Advisers Llc
    Woburn, MA
Previous Registrations
  • 2015-01-29 → 2019-06-24
    Foresters Advisory Services, Llc
    Woburn, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-01-20
S63 Uniform Securities Agent State Law Examination 2009-03-30
  • S66 Uniform Combined State Law Examination
    2015-01-20
  • S63 Uniform Securities Agent State Law Examination
    2009-03-30
Designations
  • Certified Financial Planner

View on SEC IAPD

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