We are pleased to announce that Michael Volini has joined Cetera Advisor Networks from American Portfolios Financial Services, Inc. https://lnkd.in/eqXm8pTW
Cetera Financial Group
Financial Services
San Diego , CA 60,422 followers
You bring the dreams. We’ll build the strategy.
About us
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.
- Website
-
https://www.cetera.com
External link for Cetera Financial Group
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- San Diego , CA
- Type
- Privately Held
- Founded
- 1981
- Specialties
- 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, and Collaborate Innovation
Locations
-
Primary
Get directions
655 W. Broadway
San Diego , CA 92101, US
-
Get directions
2301 Rosecrans Avenue
Suite 5100
El Segundo, California 90245, US
Employees at Cetera Financial Group
Updates
-
All attention will be on the #Fed’s FOMC meeting this week. Join CIO Gene Goldman, CFA on the latest episode of #TheWeekAhead as he explains what we can expect to learn about the Fed’s projections from their Dot Plot. https://lnkd.in/eBGrDfHG
-
-
We are proud to welcome this experienced executive to build Cetera’s retirement, life insurance and annuity offerings. Welcome, Jerry Patterson! https://lnkd.in/etHuwwHJ
-
-
How is tech helping wealth firms put investors first? Tune in next Tuesday, June 11 at 2 p.m. ET to hear Cetera’s head of digital solutions Garrett Beam share his perspective with FundFire and Broadridge in a timely webcast panel discussion.
Join us next week for our webcast, sponsored by Broadridge, for a discussion on the added benefits of technology in delivering a personalized client experience. https://lnkd.in/gaQpfpuD
-
We are proud to welcome this seasoned executive to lead strategic initiatives that drive growth opportunities for the firm. Welcome to Cetera, Scott Baker, CFA, CFP! https://lnkd.in/epDgC3_M
-
-
Kudos to Wilde Wealth Management Group for being named to the Barron’s Top 250 Private Wealth Management team.* Well-deserved, Trevor Wilde, AIF®, MBA and team! https://lnkd.in/eAdM6rwK *2024 Top 250 Private Wealth Management Teams issued by Barron’s. Advisors fill out a 102-question survey about their practice. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
2024 Top 250 Private Wealth Management Teams
barrons.com
-
Lee Financial Group Hawaii represents the second acquisition this year for The Retirement Planning Group, Cetera’s employee-based RIA. https://lnkd.in/e234_rmf
-
Join us as we celebrate Pride Month and the invaluable contributions of LGBTQ+ community. During Pride Month, we recognize the opportunity to add momentum to the modern LGBTQ+ rights movement by sharing voices in our workplaces and building from within. Learn more: https://lnkd.in/gNzADmmW
-
-
Out of all the reports showing us the performance of May’s economy, this Friday’s payroll report is the most important. Join CIO Gene Goldman, CFA, on this week’s episode of #TheWeekAhead as he explains why he thinks this report could be weaker than expected – and what that could mean for interest #rates. https://lnkd.in/eBGrDfHG
-
Cetera Chief Legal Officer Lisa Gok shares her perspective with law magazine Vanguard about her team’s role in Cetera’s recent acquisitions and how her experience with federal agencies shaped her approach today. Great job, Lisa! https://lnkd.in/eW3DnT38
Lisa A. Gok – Cetera Financial Group
https://www.vanguardlawmag.com