Koren Marinberg
Koren Marinberg is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Boca Raton, FL, with 4 years of industry experience. Koren 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
7284 W Palmetto Park Rd Ste 106, Boca Raton, FL, 33433
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Koren is an insurance agent selling life, disability, annuities, and long-term care insurance, dedicating full-time hours to this activity since 2020. Since June 2024, Koren also works full-time as a financial advisor at Evershore Financial Group, providing insurance, securities, and advisory services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
State Registrations8 states
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