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Eleanor Mae v Pascual

Investment adviser representative at Cetera Investment Advisers LLC
31 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

31 years in the industry.

  1. Cetera Investment Advisers LLCAug 2023 to now
  2. Cetera Wealth Services, LLCAug 2023 to now
  3. North Star Resource GroupJan 2023 to now
  4. Minnesota Life Insurance CoMay 2021 to Aug 2023
  5. Securian Financial Services IncMay 2021 to Aug 2023
  6. Providential Legacy GroupMay 2021 to Jan 2023
  7. Pruco Securities, LLCAug 2019 to Feb 2020
  8. Retired/unemployedJan 2018 to Aug 2019
  9. State Farm Mutual Automobile Insurance CompanyNov 1995 to Dec 2017
  10. Clarkston International Bible ChurchJan 1995 to Mar 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law2019
  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (GA).

Cetera Investment Advisers LLC

$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6960671
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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