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Alberto Panzeca

35 Years of Experience
Addison, IL
BrokerSells Insurance

Alberto Panzeca is a registered investment advisor at Cetera Investment Advisers LLC, based in Addison, IL, with 35 years of industry experience. Alberto operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

881 West Lake Street, Addison, IL, 60101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Alberto owns a sole proprietorship accounting and tax practice since 2000, taking nearly full-time. He also sells fixed insurance, including health, property, and casualty, as an insurance agent under a sole proprietorship. Additionally, Alberto is a board member for the Addison Police Pension Fund, dedicating minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
December 2016 - Present · 9 yrs 5 mos
Cetera Financial Specialists LLCBroker
November 2001 - Present · 24 yrs 6 mos
Previous Registrations
H.D. Vest Investment ServicesBroker
October 1993 - December 2001 · 8 yrs 2 mos
New England SecuritiesBroker
September 1992 - December 1993 · 1 yr 3 mos
Kemper Financial Services, INC.Broker
November 1991 - August 1992 · 9 mos
Pruco Securities CorporationBroker
December 1990 - September 1991 · 9 mos
The Prudential Insurance Company of AmericaBroker
December 1990 - September 1991 · 9 mos
State Registrations3 states
ILINNY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Alberto Panzeca - Financial Advisor | TrueAdvisor