Jose Pires

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

• 07/1989 → Present
  National Accounting & Management Service
  Altamonte Springs, FL
• 06/2002 → 12/2020
  Cfl Real Estate Solutions, Inc.
  Altamonte Springs, FL
• 01/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, FL
• 07/2013 → Present
  Cetera Advisors Llc
  Geneva, FL

Previous Registrations

• 2011-11-04 → 2013-07-01
  Cl Wealth Management Llc
  Schaumburg, IL
  Clearwater, FL
• 2006-11-06 → 2011-09-30
  Workman Securities Corporation
  Altamonte Springs, FL
  Eden Prairie, MN
  Altamonte Springs, FL
• 2003-01-14 → 2006-10-23
  Voya Financial Advisors, Inc.
  Altamonte Springs, FL
  Altamonte Springs, FL
• 2001-03-13 → 2002-12-09
  Woodbury Financial Services, Inc.
  Alt Springs, FL

Other Businesses

1. NAME OF OTHER BUSINESS: NATIONAL ACCOUNTING & MANAGEMENT SERVICES INC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: WE PROVIDE BUSINESS BOOKKEEPING SERVICES, TAX PREPARATION, BUSINESS GUIDANCE, ACCOUNTING, TAX PREPRATION AND IRS REPRESETNATION. START DATE: 07/1989 APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES:I COUNSEL ON GENERAL BUSINESS TOPICS, I ACT AS OUR IT PERSON. I DO TAX INTERVIEWS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-03-28
• S65 Uniform Investment Adviser Law Examination
  1997-07-28

Other Names

• Joe Pires
• Jose Pires