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1 month ago

Cetera Welcomes Financial Veteran Shawn Longley and His Team to Enhance Advisor Flexibility and Growth Cetera Financial Group has welcomed seasoned advisor Shawn Longley and his team, Ledgevest Financial, bringing a significant $205 million in assets under administration.

Cetera Welcomes Financial Veteran Shawn Longley and His Team to Enhance Advisor Flexibility and Growth #USA #Fond_du_Lac #Cetera #Shawn_Longley #Ledgevest_Financial

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2 months ago

Kim Ramchandani Transitions to Cetera, Emphasizing Relationship-Driven Financial Planning Financial advisor Kim Ramchandani joins Cetera from LPL, bringing her personalized approach to financial planning that prioritizes client relationships and education.

Kim Ramchandani Transitions to Cetera, Emphasizing Relationship-Driven Financial Planning #United_States #San_Diego #Financial_Advisor #Cetera #Kim_Ramchandani

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3 months ago

Guided Financial Strategies Shifts to Cetera After Over 20 Years with LPL Guided Financial Strategies, led by Rick Dickinson and Alan Hughes, transitions to Cetera after two decades with LPL, seeking growth and enhanced service.

Guided Financial Strategies Shifts to Cetera After Over 20 Years with LPL #USA #San_Diego #financial_advisors #Cetera #Guided_Financial_Strategies

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3 months ago

Veteran Financial Advisors Chris Sauve and Dominic Benetti Join Cetera to Enhance Client Services Financial advisors Chris Sauve and Dominic Benetti have moved their practice to Cetera, focusing on personalized financial services and community commitment.

Veteran Financial Advisors Chris Sauve and Dominic Benetti Join Cetera to Enhance Client Services #USA #San_Diego #Cetera #Chris_Sauve #Dominic_Benetti

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3 months ago

Avantax Welcomes Prestige Global Private Wealth to Enhance Client-Focused Financial Services Avantax expands its tax-focused community by welcoming financial advisor Waheed Siddiqui and Prestige Global Private Wealth, enhancing client-centered services.

Avantax Welcomes Prestige Global Private Wealth to Enhance Client-Focused Financial Services #United_States #Dallas #Cetera #Avantax #Waheed_Siddiqui

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4 months ago

Cetera Expands Its Financial Advisory Service With Callero Capital Management Acquisition Cetera Financial welcomes Callero Capital Management, significantly boosting its assets under administration. Learn about their growth plans.

Cetera Expands Its Financial Advisory Service With Callero Capital Management Acquisition #USA #Chicago #Wealth_Management #Cetera #Callero_Capital

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4 months ago

Shawna Vanaken Joins Cetera's Avantax Community of Financial Advisors for Tax-Focused Solutions Shawna Vanaken, a seasoned financial advisor, transitions from Commonwealth to Cetera's Avantax, enhancing her practice with tax-centered wealth management.

Shawna Vanaken Joins Cetera's Avantax Community of Financial Advisors for Tax-Focused Solutions #United_States #Beaverton #Cetera #Avantax #Shawna_Vanaken

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5 months ago

Christian Benard Transitions to Cetera, Elevating Tax-Focused Financial Advisory Services Veteran financial advisor Christian R. Benard joins Cetera as part of his move to enhance tax-focused wealth management strategies, bringing $365 million in AUA.

Christian Benard Transitions to Cetera, Elevating Tax-Focused Financial Advisory Services #Cetera #Avantax #Christian_Benard

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5 months ago

Cetera Expands Its Tax-Focused Advisor Community Welcoming Oestriecher Financial Management Firm Cetera has welcomed Oestriecher Financial Management into its Avantax community, enhancing its tax-focused advisory services with $154 million in AUA.

Cetera Expands Its Tax-Focused Advisor Community Welcoming Oestriecher Financial Management Firm #United_States #Alexandria #Cetera #Avantax #Oestriecher_Financial

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5 months ago

Cetera Enhances Its Advisor Community with Pillar Financial Group Acquisition of $1.8 Billion Cetera Financial Group welcomes Pillar Financial Group, a firm managing $1.8 billion in assets, to its community, enhancing service and technology for advisors.

Cetera Enhances Its Advisor Community with Pillar Financial Group Acquisition of $1.8 Billion #United_States #San_Diego #Cetera #Pillar_Financial_Group #Luke_Madsen

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6 months ago

Cetera's Retirement Planning Group Expands with Acquisition of HMC Partners Cetera's Retirement Planning Group has successfully acquired HMC Partners, increasing its assets significantly and enhancing its presence in North Carolina.

Cetera's Retirement Planning Group Expands with Acquisition of HMC Partners #United_States #Greensboro #Cetera #TRPG #HMC_Partners

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6 months ago

Dollar Bank Launches Wealth Management Services Across 28 Locations in Northeast Ohio Dollar Bank has announced the expansion of its wealth management services to all 28 locations in Northeast Ohio, enhancing financial accessibility.

Dollar Bank Launches Wealth Management Services Across 28 Locations in Northeast Ohio #USA #Cleveland #Wealth_Management #Cetera #Dollar_Bank

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6 months ago

Cetera Teams Up with Cornerstone to Enhance Business Sale Support for Advisors Cetera partners with Cornerstone Business Services to assist financial advisors in offering business sale support to clients owning private businesses.

Cetera Teams Up with Cornerstone to Enhance Business Sale Support for Advisors #United_States #San_Diego #Cornerstone #Business_Sale #Cetera

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6 months ago

Alma Bank and Cetera Forge Strategic Partnership to Enhance Wealth Management Services Alma Bank has teamed up with Cetera Financial Institutions to bolster its investment program, Alma Wealth Management, under the guidance of industry veteran Richard Koll.

Alma Bank and Cetera Forge Strategic Partnership to Enhance Wealth Management Services #USA #New_York #Wealth_Management #Cetera #Alma_Bank

@jottenn

@jottenn.bsky.social

6 months ago

peter cetera - glory of love (Video Official) HD YouTube video by Lili Ci

🎶🎤🎂Peter #Cetera 🎂🎤🎶 www.youtube.com/watch?v=yQHh...

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6 months ago

Cetera's Omni-Channel Campaign Triumphs at 2025 Wealthies Awards Ceremony Cetera earns accolades at the 2025 Wealthies, securing two major awards for innovative marketing campaigns and transition support programs.

Cetera's Omni-Channel Campaign Triumphs at 2025 Wealthies Awards Ceremony #United_States #San_Diego #GrowthLine #Cetera #Wealthies

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6 months ago

DFG Financial Group Joins Cetera to Enhance Client Experience and Growth DFG Financial Group, managing $400 million in assets, transitions to Cetera for enhanced client service and growth, embracing its multigenerational approach.

DFG Financial Group Joins Cetera to Enhance Client Experience and Growth #United_States #New_Jersey #Cetera #DFG_Financial #David_Dominici

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7 months ago

Cetera's Retirement Planning Group Successfully Acquires First Financial Advisors to Enhance Wealth Management Services Cetera's Retirement Planning Group finalizes its acquisition of First Financial Advisors, expanding its reach and wealth management capabilities to serve more clients effectively.

Cetera's Retirement Planning Group Successfully Acquires First Financial Advisors to Enhance Wealth Management Services #USA #Cetera #Retirement_Planning_Group #Muskegon #First_Financial_Advisors

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7 months ago

Cetera Expands Financial Services with Christopher Crosby and CPW Advisors Team's $113 Million Assets Cetera Financial Group has officially welcomed financial advisor Christopher Crosby and his CPW Advisors team, bringing approximately $113 million in assets. This strategic move aims to enhance growth and client services.

Cetera Expands Financial Services with Christopher Crosby and CPW Advisors Team's $113 Million Assets #United_States #New_Jersey #Cetera #Christopher_Crosby #CPW_Advisors

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7 months ago

Cetera Financial Group Welcomes Susan Wilkinson and Her Successful Wealth Management Team Cetera Financial Group recently announced the affiliation of veteran financial advisor Susan Wilkinson and her team, managing assets worth $380 million. Discover their journey and growth.

Cetera Financial Group Welcomes Susan Wilkinson and Her Successful Wealth Management Team #United_States #Wealth_Management #Charlottesville #Cetera #Susan_Wilkinson

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7 months ago

Cetera Connect2Peers 2025 Highlights Strategic Growth and Community Commitment Cetera's Connect2Peers event in Orlando attracted nearly 2,000 participants, emphasizing a commitment to growth and community in financial services.

Cetera Connect2Peers 2025 Highlights Strategic Growth and Community Commitment #USA #Orlando #financial_advisors #Cetera #Connect2Peers

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8 months ago

Veteran Financial Advisor Doug Shepler Joins Cetera for Enhanced Client Service and Efficiency Doug Shepler, an experienced financial advisor, transitions from LPL Financial to Cetera, seeking better client service and efficiency for his practice.

Veteran Financial Advisor Doug Shepler Joins Cetera for Enhanced Client Service and Efficiency #USA #San_Diego #Financial_Advisor #Cetera #Doug_Shepler

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8 months ago

Ironwood Family Wealth Advisors Joins Cetera for Enhanced Financial Services Ironwood Family Wealth Advisors has joined Cetera, bringing a family-focused approach to financial planning and asset management.

Ironwood Family Wealth Advisors Joins Cetera for Enhanced Financial Services #United_States #San_Diego #Financial_Planning #Cetera #Ironwood_Advisors

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8 months ago

Cetera Launches IntelligenceEngine: A Revolutionary AI Suite for Financial Professionals Cetera introduces IntelligenceEngine, an innovative AI-driven suite designed to enhance financial advising, enabling professionals to maximize client relationships.

Cetera Launches IntelligenceEngine: A Revolutionary AI Suite for Financial Professionals #USA #San_Diego #financial_advisors #Cetera #IntelligenceEngine

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9 months ago

Avantax Achieves Spotlight as Finalist in 2025 Wealthies for Practice Management Recognized at the Wealth Management 2025 Industry Awards, Avantax's 'Rise to Elite' program empowers financial advisors for growth and client success.

Avantax Achieves Spotlight as Finalist in 2025 Wealthies for Practice Management #United_States #Dallas #Wealth_Management #Cetera #Avantax

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10 months ago

Andina Anderson Appointed as Managing Director for Cetera's RIA Blueprint Platform Cetera has appointed Andina Anderson as Managing Director of Digital Solutions, leading the RIA Blueprint platform to support independent advisors in their growth.

Andina Anderson Appointed as Managing Director for Cetera's RIA Blueprint Platform #USA #San_Diego #Cetera #RIA_Blueprint #Andina_Anderson

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10 months ago

Cetera Enhances Data-Driven Vision with Keyur Desai's Appointment as Chief Data Officer Cetera has appointed Keyur Desai as Chief Data and Analytics Officer to drive growth and enhance advisor intelligence through innovative data strategies.

Cetera Enhances Data-Driven Vision with Keyur Desai's Appointment as Chief Data Officer #USA #San_Diego #Cetera #Keyur_Desai #Advisor_Intelligence