All transitions are not created equal. We provide a customized plan designed to minimize disruption to you, your team, and your clients. Your dedicated transition specialist will guide you through every step of the process, from preparing to move accounts to setting up your tech.
We’ll also connect with your new Cetera community, plugging you into our vast peer network, and helping you get to know your growth and business management support resources. You’ll have the assistance you need to get up to speed as seamlessly as possible so that once you’re here, your only focus is to thrive.
All transitions are not created equal. We provide a customized plan designed to minimize disruption to you, your team, and your clients. Your dedicated transition specialist will guide you through every step of the process, from preparing to move accounts to setting up your tech.
We’ll also connect with your new Cetera community, plugging you into our vast peer network, and helping you get to know your growth and business management support resources. You’ll have the assistance you need to get up to speed as seamlessly as possible so that once you’re here, your only focus is to thrive.
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.
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.
If you’re a financial professional interested in learning more about affiliating with Cetera Financial Group, please complete the form.
“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.
Learn more about our firm's background and Investment Professionals on FINRA's BrokerCheck.
© 2010-2020 Cetera Financial Group® , Inc.
“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.
Learn more about our firm's background and Investment Professionals on FINRA's BrokerCheck.
© 2010-2020 Cetera Financial Group® , Inc.