Alessandra Panagos
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm assets
Are you Alessandra Panagos? Claim your profile
Contact this firm
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
10 years in the industry.
- Sgoco LLC, dba Oujo Wealth StrategiesJan 2026 to now
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Avantax Insurance Agency And/or Avantax Insurance Services.Oct 2022 to Sep 2025
- Avantax Advisory ServicesMay 2021 to Sep 2025
- Avantax Investment Services, IncMay 2021 to Sep 2025
- Jack Oujo Cpa, IncJan 2021 to Dec 2025
- UnemployedSep 2020 to Dec 2020
- Elant Hills LLC C/o Alexander Summer LLCJul 2020 to Aug 2020
- Monmouth UniversityAug 2019 to May 2020
- Fidelity InvestmentsJun 2019 to Aug 2019
- Raritan Valley Community CollegeAug 2016 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7336893
- Firm CRD
- 105644