SAN
DIEGO, July 30, 2024 /PRNewswire/ -- Cetera
Financial Group, the premier financial advisor Wealth Hub,
announced today that Cetera Investment Services is celebrating its
40-year anniversary. Cetera Investment Services is comprised of two
communities: Cetera Financial Institutions, which supports the
investment programs of over 400 banks and credit unions, and Cetera
Investors, which serves financial professionals in a
supported-independence branch environment as well as independent
financial professionals.
"I couldn't be prouder to see Cetera Investment Services
celebrate four decades of offering exceptional service to our
financial institutions, financial professionals, and customers in
achieving their financial wellbeing," said LeAnn Rummel, channel leader at Cetera
Investment Services. "We continue to be well-positioned to offer
the best resources and guidance possible to both financial
institutions and financial professionals while looking forward to a
bright future together. Thank you to everyone who has contributed
to the success of Cetera Investment Services over the past 40
years."
Key Cetera Investment Services milestones include:
- 1984: Banker Systems Brokerage, Inc. is formed.
- 1991: Banker Systems Brokerage, Inc. is renamed PrimeVest
Financial and becomes the first self-clearing broker dealer to
serve financial institutions.
- 2012: PrimeVest is renamed Cetera Investment Services
(creating Cetera Financial Institutions as a marketing community
dedicated to working with bank and credit union clients).
- 2013: Cetera Investment Services announces strategic
relationship with Regions Bank.
- 2019: Cetera acquires Foresters Financial's U.S.
broker-dealer and investment advisory business, rebranded as Cetera
Investors (the second community within Cetera Investment
Services).
- 2022: Cetera Investment Services announces strategic
relationship with Hancock Whitney to provide clients with enhanced
investment and insurance solutions and investment advisory
services.
- 2024: Cetera Investment Services celebrates its 40th
anniversary, launches a credit union council for its credit union
partners, and forms a partnership with Wealth Access to unite
brokerage, trust and digital banking.
Click here for more information about Cetera Investors and
click here for more information about Cetera Financial
Institutions.
About Cetera
Cetera Financial Group, which is owned by Cetera Holdings
(collectively Cetera), is the premier financial advisor Wealth Hub
where financial advisors and institutions optimize their control
and value creation. Breaking away from a commoditized and
homogenous IBD model, Cetera offers financial professionals and
institutions the latest solutions, support, and services to grow,
scale, or transition with a merger, sale, investment, or succession
plan. Cetera proudly serves independent financial advisors, tax
professionals, licensed administrators, large enterprises, as well
as institutions, such as banks and credit unions, providing an
established and repeatable blueprint for scalable growth.
Home to more than 12,000 financial professionals and their
teams, Cetera oversees more than $505
billion in assets under administration and $213 billion in assets under management, as of
March 31, 2024. In a recent advisor
satisfaction survey of nearly 35,000 reviews, Cetera's Voice of
Customer (VoC) program vigorously measures advisor experience and
satisfaction 24/7. Currently, it's ranked 4.8 out of 5 stars.
Visit www.cetera.com, and follow Cetera on LinkedIn, YouTube,
Twitter and Facebook.
"Cetera Financial Group" refers to the network of independent
retail firms encompassing, among others, Cetera Investment Advisers
LLC, a registered investment adviser, and the following FINRA/SIPC
members: Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera
Investment Services LLC (marketed as Cetera Financial Institutions
or Cetera Investors), and Cetera Financial Specialists LLC. Located
at: 655 W. Broadway, 11th Floor, San
Diego, CA 92101.
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SOURCE Cetera Financial Group