Ivana Liberatore is a CFP-designated registered investment advisor, based in Canonsburg, PA, with 21 years of industry experience.
Location
1031 Fawn Valley Dr., Canonsburg, PA, 15317
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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
Ivana sells and monitors equity indexed annuities through Avantax Insurance Agency LLC, dedicating a few hours per week. She also owns and manages rental properties, operates a tax preparation and accounting business, and volunteers as a court-appointed special advocate.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations13 states
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