Cetera Welcomes Rogue Credit Union
Cetera announced today that Rogue Credit Union’s Investment Services, supporting over $181 million in client assets, has joined the Cetera Financial Institutions platform.
Ben Brigeman is Chairman of the Board and will be interim CEO for Cetera, one of the nation’s largest Wealth Management and Financial Advice organizations with 7500 advisors, approximately 240 billion in client assets and over 2 million clients.
North Ridge Wealth Planning, a full-service wealth management firm based in Melville, NY, created by the founder of North Ridge Securities Corp. Dan Levy, has joined Cetera Advisor Networks LLC*
Cetera announced today that Robert “RJ” Moore is stepping down as its Chief Executive Officer, effective March 31, due to health reasons, but will continue to serve as an advisor to the Board and the executive management team.
Cetera Enhances Retirement Plan Advisory Platform to Include Advice Delivery for Health Savings Accounts
Cetera announced today that it is expanding its Retirement Plan Advice & Consulting Platform to include the delivery of advice to Health Savings Account (HSA) plans and other non-ERISA employer sponsored plans.
IF YOU'RE A MEMBER OF THE
NEWS MEDIA AND NEED ASSISTANCE,
PLEASE CONTACT CETERA FINANCIAL GROUP'S
PUBLIC RELATIONS AGENCY FINN PARTNERS AT