Supporting people in their pursuit of financial wellness and giving back to local communities are essential to our core values. Team members in our Los Angeles and San Diego offices recently partnered with local non-profits to pack lunches and build winter wellness kits for 1,000 unhoused individuals. With Los Angeles and San Diego making up two of the top five largest unhoused populations in America, this was a great opportunity to help meet serious needs in the communities where we live and work. Join us in creating a ripple effect of kindness – discover where you can make a difference in your community today: https://lnkd.in/gXuFRGhE. #Cetera #CeteraCares #Volunteer #CommunityFirst #MakeADifference #ThisIsCetera
Cetera Financial Group
金融服务
San Diego ，CA 65,229 位关注者
You bring the dreams. We’ll build the strategy.
关于我们
We’re enablers. Mentors. Dream builders. Our purpose is to turn financial aspirations into reality. Within our community lies a vibrant wellspring of growth and opportunity for financial professionals, financial institutions, and individual investors alike. As a premier financial services firm, we don’t just deliver financial technology, bespoke guidance, research and market intelligence, and collaborative client-service platforms. We build environments where ideas thrive, connections flourish, and ambitions become remarkable achievements. Driven to deliver unwavering support and innovative solutions to help people live their purpose, we empower each other and the communities around us to bring a stronger tomorrow to life. ___________________________ “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms are members FINRA/SIPC. Cetera Financial Group is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
- 网站
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https://www.cetera.com
Cetera Financial Group的外部链接
- 所属行业
- 金融服务
- 规模
- 1,001-5,000 人
- 总部
- San Diego ，CA
- 类型
- 私人持股
- 创立
- 1981
- 领域
- Wealth Management Services、Financial Advisory、Financial Services、Financial Modeling、Financial Planning、Financial Markets、Fintech、Broker Dealer Compliance、Broker Dealer Operations、Retirement Planning、Retirement Plan Consulting、Tax Advisory、Inheritance Tax Planning、Estate Planning、Estate Tax Planning、Education Savings、Saving for Education、529 Plans、College Funding Strategies、Healthcare Consulting和Collaborate Innovation
地点
Cetera Financial Group员工
动态
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Bart Schulte has joined Cetera Investment Advisers LLC and is leveraging Cetera’s growing RIA Blueprint platform to support his advisory business as an investment adviser representative. Welcome, Bart! https://lnkd.in/eEfqwYAh
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CIO Gene Goldman, CFA appeared on CNBC’s Worldwide Exchange this morning to discuss how market volatility, rising inflation and geopolitical risks will likely make this a “December to remember” for #financialmarkets. Watch the full video here: https://lnkd.in/epHtDc6D
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A warm welcome to Ann Merkley, who joins?Cetera Financial Specialists?with an impressive 30 years of industry experience! Ann's wealth of knowledge and dedication to client service make her an excellent fit for our team. We're excited to see her thrive in our supportive environment. #Advisors #FinancialPlanners Click here to learn more: https://cetera.com/join-us
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Moderating inflation and labor market conditions changed the trajectory of #Fed policy this fall. Check out Cetera Investment Management's November Fed Monitor for insights on where interest rates are headed: https://lnkd.in/g9zKAUsJ
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By cutting rates, the Fed goes being a foe to a friend to investors, but that friendship may not be as strong as originally expected. CIO Gene Goldman, CFA, outlines three reasons why in #TheWeekAhead. https://lnkd.in/eBGrDfHG ?
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A warm welcome to Tyren Tornicasa, who joins Cetera Financial Specialists with 12 years of industry experience! Tyren’s fresh perspective and dedication to client services make him an excellent addition to our growing team of financial professionals. #FinancialServices #FinancialProfessional Learn more about Cetera: https://cetera.com/join-us
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When it comes to rockin’ a hairnet, Angie Richey, Senior Supervision Analyst in Des Moines, IA proudly wears one for a charity close to her heart – MEALS FROM THE HEARTLAND.* After her mother-in-law introduced her to the foundation, Angie and her extended family volunteer annually to package and organize food for their community. Meals from the Heartland has provided over 230 million meals to the hungry in Iowa and worldwide. When it came time for Angie, who serves as the Des Moines volunteer coordinator, to brainstorm with staff on how to positively impact the community, packaging meals for the hungry was a no-brainer. Laura Thieben, Licensing & Registration Specialist and Denny Donnelly, Advisory Operations Supervisor were soon rockin' the hairnet together. “It was a wonderful volunteer opportunity,” said Denny. “Volunteering with your coworkers allows you to get to know each other better outside the office. It was a great bonding experience for a great cause.” #ThisIsCetera *Meals from the Heartland is not affiliated with or endorsed by Cetera
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We are pleased to announce that this Florida-based credit union with a 70-year track record of excellence will be collaborating with Cetera Financial Institutions to grow and deliver its member-focused investment program. Welcome, Eglin Federal Credit Union! https://lnkd.in/egcrTkKg
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Cetera Wealth Management Group is excited to welcome Ron Crudo! With over 23 years in the industry, Ron's commitment to client success and broad experience aligns well with our approach to wealth management. #WealthManagement #FinancialAdvisory Interested in joining Cetera? Click here: https://cetera.com/join-us
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