Elizabeth Mae Winstedt

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

• 06/1992 → Present
  Winstedt Business Services
  Herndon, VA
• 10/2003 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 03/2010 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1999-08-19 → 2004-03-01
  Avantax Advisory Services
  Herndon, VA

Other Businesses

1)WINSTEDT BUSINESS SERVICES, NOT INV RELATED, OWNER SINCE 6/92-30HR/WK, SOLE PROPIETOR PROVIDING TAX, ACCOUNTING, AND PLANNING TO INDIVIDUAL SMALL BUSINESSES; 2) COMMUNITY OF FAITH UNITED METHODIST CHURCH, NOT INV REL, CO-FINANCIAL SECRETARY, PREPARE PERIODIC INCOME COMPARISONS, EXPLAIN VARIANCES, HERNDON, VA, SINCE 01/2007, 2H/MONTH:

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-10
• S63 Uniform Securities Agent State Law Examination
  1998-09-28

Designations

• Certified Financial Planner

Other Names

• Beth Johnson
• Elizabeth Mae Winstedt