| Cetera

Diversity

Diverse backgrounds. Fresh ideas. Varying points of view. All bring greater innovation and success to any organization. We celebrate individuality, and always strive to create an environment that empowers everyone to be their whole self.

Sometimes you have to break barriers to build community. Whether you’re an advisor, employee, or business partner, we always want you to feel at home with us. Diversity and inclusion aren’t just words to be spoken. They’re actions that are taken.

This month is dedicated to recognizing the contributions of workers with disabilities and the importance of building equitable workplaces.

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“Our business model is built on fiercely defending our financial professionals’ independence. Championing diversity is essential to our ability to support each of them uniquely as they chart their own course to creating a better tomorrow.”Mike DurbinCEO

Investing in others always provides the greatest returns, so we support efforts to overcome challenges and inequities in the communities around us.

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To create real change, you must first listen. Our employee- and advisor-led councils engage in ongoing dialogue on strengthening equity and belonging. Listening first makes us better able to lead—and promote change toward a more just future for everyone.

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Cetera Wealth Services

We’ll preserve your culture while giving you the capital, client-acquisition, and recruiting support you need to minimize operational burdens and maximize growth.

Explore Our Regions

Grow your investment program while strengthening your brand within the community through custom support built around your institution’s culture.

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Find your growth levers

We’ll identify the areas with the most growth potential to help put the right resources and best practices to work for your business.

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Tech to manage, and attract, business

Win prospects and gain wallet share by making it easier for clients to engage with you and their entire financial picture.

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Affiliate and grow on your terms

From hybrid to your own standalone RIA, you create the experience you want for your team and your clients.

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Fill your pipeline with leads

Attract and engage motivated prospects through events and direct leads, with up to 100% cost reimbursement.

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Succession and continuity planning

We can help you plan your succession to provide financial safety for your family or realize your business’ equity when you retire.

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Make your brand in-demand

Create a multimedia marketing presence to drive measurable results attracting and engaging clients and prospects.

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Scalable advisory tools

Save time and gain scale within a single, unified advisory platform that gives you full flexibility and control.

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Marketing as easy as point and click

Simplify advertising and staying connected with clients and prospects with the personalized support of our professional marketing services.

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High-touch support

Our in-office consulting and targeted support maximizes your bottom line by reducing practice-management burdens.

Guided compliance

Stay on the right side of regulation with supervisory teams that always endeavor to say “Yes, and here’s how.”

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Institutional-grade advice

From fund selection to asset-allocation guidance to ready-made portfolios, we can help you solve for any client goal.

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Strengthen client connections

Give your clients an interactive financial planning experience that fosters confidence and makes collaboration easy.

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Provide clarity in the value you bring

Showcase the value of your service to clients with our informative research and insights.

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Answer your clients’ biggest retirement question

You’ll be empowered to show clients, in a single meeting, how they can have enough money in retirement.

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Solve clients’ most complex challenges

Our in-house team of highly credentialed legal and tax specialists can help you solve clients’ most intricate needs.

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