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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
MA RA APPROVED 2023-06-29
  • MA RA
    APPROVED
    Since 2023-06-29

Branch Locations

811 Washington St #8, Pembroke, MA 02359 • 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
State Mutual Companies Waltham MA 05/1991 Present
The Zisko Tax Group Pembroke MA 01/2012 Present
Cgbe Properties, Llc. Pembroke MA 12/2010 Present
Voya Financial Advisors Pembroke MA 09/2014 06/2021
Cetera Wealth Services, Llc El Segundo CA 06/2021 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
  • 05/1991 → Present
    State Mutual Companies
    Waltham, MA
  • 01/2012 → Present
    The Zisko Tax Group
    Pembroke, MA
  • 12/2010 → Present
    Cgbe Properties, Llc.
    Pembroke, MA
  • 09/2014 → 06/2021
    Voya Financial Advisors
    Pembroke, MA
  • 06/2021 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2023 → Present
    Schaumburg, IL
Previous Registrations
Other Businesses

NAME OF ENTITY:The Zisko Tax Group; No; 811 WASHINGTON ST # 8; PEMBROKE; MA; 2259; Tax Preparation; Owner; 1/23/2012; 28; 28; Hiring a registered tax professional to provide tax service to current client|NAME OF ENTITY:CGBE Properties, LLC.; No; 811 WASHINGTON ST # 8; PEMBROKE; MA; 2259; Real Estate; Owner; 12/22/2010; 0; 0; Own and manage business and personal rental property held in LLC.|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 811 WASHINGTON ST # 8; PEMBROKE; MA; 2259; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 1/27/2004; 4; 4; SALES OF FIXED INSURANCE PRODUCTS|NAME OF ENTITY:Charles Zisko and Associates; Yes; 811 WASHINGTON ST # 8; PEMBROKE; MA; 2259; financial services; owner; 6/30/2004; 160; 160; sales of insurance and securities products|NAME OF ENTITY:GZCZ LLC; No; 811 Washington Street #8 Pembroke MA 02359; Onset; MA; 02558; Rental Property; Member Manager; 1/3/2018; 3; 0; Bldg. Management|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-10-02
  • S63 Uniform Securities Agent State Law Examination
    1986-10-02
Designations
Other Names
  • Charles V Zisko
  • Charves V Zisko
  • Charles V Jr Zisko

View on SEC IAPD

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