LOS ANGELES, Oct. 2, 2018 /PRNewswire/ -- Cetera Financial Group® ("Cetera"), a leading network of independent firms with nearly 8,000 financial advisors, today announced that it welcomes a string of new affiliations who have come to Cetera in the last few weeks, managing over $650 million in client brokerage and advisory assets.
Cetera offers advisors a service framework that is tailored to their specific business orientation and needs. A high-touch, personalized level of support was cited by many advisors as a key reason for their decision to affiliate with Cetera. Other influencing factors included a strong technology offering and roadmap; and a new Advisor Alignment program that not only provides an opportunity to influence strategy, but also offers a loan and equity value participation program to drive growth.
Joseph Polsinelli, Financial Advisor with Cetera Financial Specialists said, "I left Cetera but once I moved, I realized that my experience was night and day compared to all that Cetera has to offer. At Cetera, the service I receive is very personalized and my relationship team provides me with exceptional hands- on consulting to support the growth of my business."
Shanna J. Kehoe, Sr. Wealth Advisor, Personal CFO, at Diamond Wealth Management, said, "In my transition to First Allied [a Cetera firm], I have been delighted with the support provided by the leadership team and everyone associated with the organization. The chain of command has been easily accessible in every aspect. The culture is amazing. It is the environment I was seeking for me and my clients. Since transitioning, my business has grown substantially thanks to the support of everyone around me."
Adam Antoniades, President of Cetera, said, "This is a pivotal moment in our profession with the demand and need for financial advice greater than ever. We are committed to enabling advisors with the capabilities to consistently provide a high-caliber, Advice-Centric Experience for clients. We welcome all the new affiliations and look forward to supporting them with tailored support, technology, resources and consulting that is unmatched in this profession."
This press release does not constitute an offer to sell, or the solicitation of an offer to purchase, any securities of Cetera Financial Group or its affiliates.
About Cetera Financial Group®
Cetera Financial Group ("Cetera") is a leading network of independent firms empowering the delivery of professional financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading service provider to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and financial institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. For more information, visit cetera.com.
"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Investment Services (marketed as Cetera Financial Institutions), Cetera Financial Specialists, First Allied Securities and Summit Brokerage Services. All firms are members FINRA / SIPC.
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SOURCE Cetera Financial Group