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Norman Kaznica

7 Years of Experience
Maple Shade, NJ
Broker

Norman Kaznica is a registered investment advisor at Cetera Investment Advisers LLC, based in Maple Shade, NJ, with 7 years of industry experience. Norman 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

8 N Forklanding Road, Maple Shade, NJ, 08052

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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 Activities

Norman works as a tax professional at Malin & Masly Financial Services PC, providing tax preparation and planning services, dedicating about a quarter of his time. He also acts as a financial advisor under a DBA for the same firm, spending a few hours per week on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2019 - Present · 6 yrs 6 mos
Cetera Financial Specialists LLCBroker
May 2018 - Present · 8 yrs
State Registrations9 states
DEFLMAMDNJPASCTXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.