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Maureen Beno

25 Years of Experience
Cleveland, OH
BrokerSells Insurance

Maureen Beno is a registered investment advisor at Cetera Investment Advisers LLC, based in Cleveland, OH, with 25 years of industry experience. Maureen 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

6200 Rockside Rd, Cleveland, OH, 44131

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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

Maureen is an independent insurance agent selling fixed annuities, life/accident/health, and Medicare-related products, dedicating a few hours per week. She also serves as treasurer for the non-profit organization Super Heroes to Kids in Ohio, spending minimal time on bookkeeping and record-keeping duties.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
September 2013 - Present · 12 yrs 8 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2017 - June 2023 · 6 yrs 1 mo
Vantage Financial Group, INC.
October 2007 - December 2020 · 13 yrs 2 mos
Walnut Street Securities, INC.Broker
October 2000 - September 2013 · 12 yrs 11 mos
State Registrations9 states
AZCAFLIANJNVOHPAVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.