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Investment Management

Some firms think bigger is better. We think better is bigger.

Sure, bells and whistles are nice, but strong relationships are the true drivers of success. The people you can count on when obstacles arise, treat you like part of the family, and know what you’re thinking even before you do. That’s the Cetera difference.

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We Support Financial Advice

The guidance you provide your clients is one of a kind. The support you get from your broker-dealer should be, too. We’re dedicated to enhancing the delivery of financial advice by connecting financial professionals to the resources they need to do so—no matter their business model.

Advisors

Join an Advice-Centric community supported by customized service and business-building capabilities that power you forward.

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Institutions

Make the most of your unique value with access to customized resources designed and built for institutional programs, not retrofit to match.

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Networks

There’s power in community. Get dedicated support and an array of growth-oriented capabilities that are just around the corner.

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Tax Professionals

You know why getting the whole picture matters. Gain support to strengthen the financial planning services you deliver.

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“After starting in the industry with large firms, I knew I wanted to find a partner, not just another broker-dealer. Since affiliating in early 2007, our partnership with Cetera has flourished and so has our business. Every step and hurdle along the way, we’ve worked hard to develop and plan how we can continue to grow together.”

–Trevor Wilde | Wilde We alth Management | Cetera Advisors

Run Your Business, Backed by Professionals Who Understand It

As part of our family of firms, the value lies with you, the one delivering financial advice—not an outside analyst or group of shareholders. You benefit from the one-on-one relationships you need to thrive, with support from the tools and capabilities designed to specifically drive your efforts.

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Trade Up. Not Off.

Run your business, your way, powered by a network that believes in the importance of choice. You have the flexibility to work with the subject-matter professionals and consulting capabilities you select to meet your growth goals. You define your vision of success; we’ll be alongside at every step.

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Personalized Service & Support

Receive customized one-on-one assistance based on your needs and goals, backed by our organization’s powerful infrastructure. Each Cetera firm is managed by specialists in their respective fields, so you can be confident in a partner that concentrates fully on enabling you to serve clients well.

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Robust Investment Options

Build tailored portfolios and use a flexible unified advisory platform with greater choice for client service. Receive timely, in-depth insights from Cetera Investment Management, our in-house research team, and access to advisory, retirement planning, insurance, and advanced planning specialists.

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Growth-Oriented Services

Quickly spot growth opportunities with detailed analysis from our we alth management tools, and work with our advanced planning and marketing specialists to expand your services and reach more investors. All while using leading-edge technology to streamline operations and centralize account management.

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Professional Development Opportunities

Keep pace with evolving client needs with our suite of professional development opportunities. Expand your knowledge with our intensive designation preparation programs, in-person workshops, and annual national conference, featuring insights from industry professionals as well as your peers.

Build, Grow, Succeed. Your Future Awaits.

It’s time for something better. Take your business to the next level with the subject-matter experience, custom support, and comprehensive we alth management capabilities designed to help you succeed. No matter which Cetera firm fits you best, we think you’ll feel at home.