Andrea Bereznak
Andrea Bereznak is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Gilbert, AZ, with 10 years of industry experience. Andrea 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
313 N Gilbert Rd, Suite 200, Gilbert, AZ, 85234
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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
Andrea operates as a financial professional through Rayhons Financial Solutions, offering financial and insurance services. She also works as an independent insurance agent selling fixed insurance products full-time, and co-owns property as a co-trustee. Additionally, Andrea works as a yoga instructor a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Better Money Decisions
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations8 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.