Cetera Wins Two Wealth Management “Wealthies” Annual Awards09/10/2021


Latest - Insights Latest - Insights Latest - Insights Latest - Insights Latest - Insights

Cetera Wins Two Wealth Management “Wealthies” Annual Awards

LOS ANGELES Cetera Financial Group, one of the industry’s largest networks of financial professionals, is pleased to announce that two of its programs earned recognition at the 2021 “Wealthies” awards by Wealthmanagement.com, one of the industry’s largest events recognizing achievements in and beyond financial advice. The Cetera programs recognized are:

  • Corporate Social Responsibility program of the year, awarded for the Diversity in Financial Planning Scholarship, which helps students interested in a financial planning career who are part of traditionally underrepresented communities – including racial minorities, women, and LGBTQ+ individuals. The scholarship is funded through donations to Caring Cetera, a non-profit founded and led by Cetera financial professionals.
  • 401(k) Retirement Plan Support service of the year, awarded for Cetera’s Workplace Financial Wellness Program, which provides advisors the opportunity to engage businesses and plan sponsors by educating employees, helping them to become more financially fit.

Hosted by WealthManagement.com to recognize achievements in the industry, winners of the 7th annual Wealthies were announced during an in-person and virtual awards ceremony on September 9, 2021 in New York City.

About Cetera Financial Group®

Cetera Financial Group (Cetera) is a leading financial advice firm. It empowers the delivery of an Advice-Centric Experience® to individuals, families and businesses across the country through independent financial advisors as well as trusted tax professionals and banks and credit unions. It’s headquartered at 200 N. Pacific Coast Highway, Suite 1200 El Segundo, CA 90245-5670.

Comprehensive services include: wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research.

"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), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA / SIPC.

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.

Latest News - Latest Insight Detail - Subscription

Want more insights like this, sent straight to your inbox?

Subscribe to email updates from Cetera and be well informed about what’s happening within the market and the financial services industry overall.

Drop Us a Line

Looking to be part of something more? Get in touch to learn about the benefits of affiliating with Cetera and start taking the next steps to a stronger future.

Account Assistance

If you are a client of a Cetera-affiliated financial professional and need assistance with an existing account, please reach out to your financial professional directly. If you’re unable to reach them, use our direct support lines listed below.

Join the Community

If you’re a financial professional interested in learning more about affiliating with Cetera Financial Group, please complete the form.