Doreen Inserra
Doreen Inserra is a registered investment advisor at Cetera Investment Advisers LLC, based in Staten Island, NY, with 24 years of industry experience. Doreen 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
Firm Size
IM Fee
Assets Under Management
Location
Staten Island, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Doreen owns residential rental real estate and a tax preparation/accounting business, where she spends nearly full-time providing services and managing operations. She also works as an insurance sales agent and volunteers with multiple CPA organizations.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
PFS Investments INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
PFS Investments INC.Broker
State Registrations3 states
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