Loretta Aquino is a PFS-designated registered investment advisor, based in Staten Island, NY, with 26 years of industry experience.
Location
Staten Island, NY
Get directionsHistory
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 Activities
Loretta is involved in tax preparation and accounting since 2010, dedicating about a quarter of her time to it. She is also the managing member of Aquino & Co. CPA, PLLC, an accounting and tax practice, spending about half her time on this and a significant portion on securities trading.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations4 states
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.