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Burdell Ramsey

Cetera Investment Advisers LLC

Palm Harbor, FL

Venice, FL

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Current Employers
Cetera Investment Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-29
  • FL RA
    APPROVED
    Since 2025-09-29

Branch Locations

33715 Us Highway 19 North, Palm Harbor, FL 34684 • United States

1485 E Venice Ave, Venice, FL 34292 • 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
Cetera Investment Services Llc Saint Cloud MN 02/2024 Present
Wells Fargo Bank Portland OR 01/2016 03/2020
Achieva Credit Union Venice FL 10/2022 Present
Unemployed Portland OR 03/2020 10/2022
Cetera Investment Advisers Llc Palm Harbor FL 09/2025 Present
  • 02/2024 → Present
    Cetera Investment Services Llc
    Saint Cloud, MN
  • 01/2016 → 03/2020
    Wells Fargo Bank
    Portland, OR
  • 10/2022 → Present
    Achieva Credit Union
    Venice, FL
  • 03/2020 → 10/2022
    Unemployed
    Portland, OR
  • 09/2025 → Present
    Cetera Investment Advisers Llc
    Palm Harbor, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-22
  • S66 Uniform Combined State Law Examination
    2025-09-22

View on SEC IAPD

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Other Investors

SEAN MICHAEL DAVIS
KELSEY WAGNER STOCKHAUSEN
CATHY ANN WAGNER
ISABELLA ROLDAN
KAREN A WINTERS
Kimberly M Williams
ANA C LULE
ANN MARIE HOLDER

Other Offices

LATITUDE ADVISORS, LLC · PALM HARBOR, FL
CATHY A. WAGNER, CFP, RIA · PALM HARBOR, FL
OSAIC WEALTH, INC. · PALM HARBOR, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PALM HARBOR, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PALM HARBOR, FL
WELLS FARGO CLEARING SERVICES, LLC · PALM HARBOR, FL
BROOKSTONE CAPITAL MANAGEMENT LLC · palm harbor, FL
LPL FINANCIAL LLC · PALM HARBOR, FL

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