Best Investors Account Sign in
Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-06-29
  • MI RA
    APPROVED
    Since 2023-06-29

Branch Locations

225 W Adrian St, Blissfield, MI 49228 • United States

Disclosures

2 disclosure categories 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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Blissfield Financial Services Blissfield MI 04/2013 Present
Voya Financial Advisors Blissfield MI 09/2014 06/2021
Cetera Wealth Services, Llc El Segundo CA 06/2021 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
  • 04/2013 → Present
    Blissfield Financial Services
    Blissfield, MI
  • 09/2014 → 06/2021
    Voya Financial Advisors
    Blissfield, MI
  • 06/2021 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2023 → Present
    Schaumburg, IL
Previous Registrations
Other Businesses

NAME OF ENTITY:BLISSFIELD FINANCIAL SERVICES; Yes; 225 W ADRIAN ST; BLISSFIELD; MI; 49228; FINANCIAL SERVICES/DBA; CO-OWNER; 4/1/2013; 180; 140; INSURANCE & INVESTMENT SERVICES|NAME OF ENTITY:Charles H Cory, CLU - Rental Property; No; 225 W ADRIAN ST; BLISSFIELD; MI; 49228; Rental Properties; Owner; 1/15/2015; 10; 5; Maintain premises and collect rent.|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 225 W ADRIAN ST; BLISSFIELD; MI; 49228; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 2/15/2006; 160; 160; SALES OF FIXED INSURANCE PRODUCTS|NAME OF ENTITY:Charles H. Cory -Notary Public; No; 225 W. Adrian St; Blissfield; MI; 49228; Notary Public; Notary Public; 1/30/2020; 1; 1; Notarize legal documents|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-08-07
  • S63 Uniform Securities Agent State Law Examination
    1984-08-07
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Blissfield, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor