Cetera Advisor Networks
Industry: Company
DescriptionFounded: 1983 Parent organization: Cetera Financial Group Subsidiaries: WALNUT STREET SECURITIES, INC., TOWER SQUARE SECURITIES, INC.
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Cetera Advisor Networks Employees
Employee
Years
Job
Industry
John E. Baker CFP, CLU, APMA, ChFC, CPCU John E. Baker CFP, CLU, APMA, ChFC, CPCU's Cetera Advisor Networks Experience October 2005 - April 2013
Job Financial Advisor at Kingdom Financial Group a financial advisory practice of Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial April 2013 - Present
East lake road Alliance Church March 2013 - Present
Kingdom Financial Group, Inc. May 2001 - Present
Cetera advisor networks October 2005 - April 2013
East lake Road Alliance Church 1999 - March 2013
Billy Graham Evangelistic Association 2013 - 2013
Erie Insurance Group February 1999 - February 2002
Evans Capital Management February 1996 - February 1997
HBK Sorce Financial LLC April 1995 - January 1996
MetLife April 1983 - February 1995
Education
Indiana University of Pennsylvania 1979 — 1981
Bachelors, Accounting/Finance
Youngsville High School 1975 — 1977
Ameriprise Financial April 2013 - Present
East lake road Alliance Church March 2013 - Present
Kingdom Financial Group, Inc. May 2001 - Present
Cetera advisor networks October 2005 - April 2013
East lake Road Alliance Church 1999 - March 2013
Billy Graham Evangelistic Association 2013 - 2013
Erie Insurance Group February 1999 - February 2002
Evans Capital Management February 1996 - February 1997
HBK Sorce Financial LLC April 1995 - January 1996
MetLife April 1983 - February 1995
Education
Indiana University of Pennsylvania 1979 — 1981
Bachelors, Accounting/Finance
Youngsville High School 1975 — 1977
Louis Bishop Louis Bishop's Cetera Advisor Networks Experience January 2009 - April 2013
Job Accountant at Matson & Isom
Industry Accounting
Experience
Matson & Isom July 2014 - Present
Cetera Advisor Networks January 2009 - April 2013
Skills
Wealth Management, Analysis, Portfolio Management, Auditing, Finance, Microsoft Office
Education
University of California, Davis - Graduate School of Management 2013 — 2014
Master's Degree, Master of Professional Accountancy
University of California, Davis 2003 — 2007
Bachelor's Degree, Managerial Economics
Matson & Isom July 2014 - Present
Cetera Advisor Networks January 2009 - April 2013
Skills
Wealth Management, Analysis, Portfolio Management, Auditing, Finance, Microsoft Office
Education
University of California, Davis - Graduate School of Management 2013 — 2014
Master's Degree, Master of Professional Accountancy
University of California, Davis 2003 — 2007
Bachelor's Degree, Managerial Economics
Megan Mo Eccles Megan Mo Eccles's Cetera Advisor Networks Experience February 2012 - February 2013
Job Licensed Nail Tech/Licensed Cosmetologist/Instructor/ Mary Kay Beauty Consultant/ Freelance Artist
Industry Cosmetics
Experience
Mountainland Applied Technology College June 2015 - Present
Mary Kay Beauty Consultant August 2014 - Present
Artisan Hair Salon and Spa August 2013 - August 2015
Mountainland Applied Technology College February 2014 - May 2015
Mountainland Applied Technology College January 2013 - January 2014
Cetera Advisor Networks February 2012 - February 2013
Southern Utah University August 2009 - December 2011
Southern Utah University Bookstore August 2008 - May 2009
Western Wats/Opinionology February 2006 - August 2008
Skills
Microsoft Office, PowerPoint, Banner Native, Excel, Research, Adobe Creative Suite, Word, Microsoft Excel, Nail Care, Skin Care, Hair Cutting, Pedicures, Gel Nails, Facials, Redken Color, Hair Coloring, Salon Reception, Acrylic Nails, Ceramic Sculpture, Advertising, Art, Photoshop, Public Speaking, Marketing, Fine Art, Data Entry, Teaching, Social Media, Drawing, Sculpture, Microsoft Word, Customer Service, Leadership, Social Networking, Training
Education
Mountainland Applied Technology College 2013 — 2014
Cosmetology License, Cosmetology/Cosmetologist, General
Mountainland Applied Technology College 2013 — 2013
Nail Technology License, Cosmetology/Cosmetologist, General
Southern Utah University 2008 — 2011
Bachelor of Science in Art, Fine Art, 3.71 GPA/4.0
Pleasant Grove High School 2005 — 2008
High School Diploma
Mountainland Applied Technology College June 2015 - Present
Mary Kay Beauty Consultant August 2014 - Present
Artisan Hair Salon and Spa August 2013 - August 2015
Mountainland Applied Technology College February 2014 - May 2015
Mountainland Applied Technology College January 2013 - January 2014
Cetera Advisor Networks February 2012 - February 2013
Southern Utah University August 2009 - December 2011
Southern Utah University Bookstore August 2008 - May 2009
Western Wats/Opinionology February 2006 - August 2008
Skills
Microsoft Office, PowerPoint, Banner Native, Excel, Research, Adobe Creative Suite, Word, Microsoft Excel, Nail Care, Skin Care, Hair Cutting, Pedicures, Gel Nails, Facials, Redken Color, Hair Coloring, Salon Reception, Acrylic Nails, Ceramic Sculpture, Advertising, Art, Photoshop, Public Speaking, Marketing, Fine Art, Data Entry, Teaching, Social Media, Drawing, Sculpture, Microsoft Word, Customer Service, Leadership, Social Networking, Training
Education
Mountainland Applied Technology College 2013 — 2014
Cosmetology License, Cosmetology/Cosmetologist, General
Mountainland Applied Technology College 2013 — 2013
Nail Technology License, Cosmetology/Cosmetologist, General
Southern Utah University 2008 — 2011
Bachelor of Science in Art, Fine Art, 3.71 GPA/4.0
Pleasant Grove High School 2005 — 2008
High School Diploma
Arabia Alvarez Arabia Alvarez's Cetera Advisor Networks Experience October 2012 - June 2013
Job Student at the University of California, Santa Barbara
Industry Accounting
Experience
UCSB Associated Students, Finance Board September 2013 - January 2014
Cetera Advisor Networks October 2012 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word
Education
University of California, Santa Barbara 2009 — 2014
Bachelor of Arts (B.A.), Economics with an emphasis in Accounting
UCSB Associated Students, Finance Board September 2013 - January 2014
Cetera Advisor Networks October 2012 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word
Education
University of California, Santa Barbara 2009 — 2014
Bachelor of Arts (B.A.), Economics with an emphasis in Accounting
keith cusack keith cusack's Cetera Advisor Networks Experience May 2012 - Present
Job Financial Advisor at Cetera Advisor Networks, Member FINRA/SIPC
Industry Financial Services
Experience
Cetera Advisor Networks May 2012 - Present
Raymond James Financial Services November 2002 - February 2010
Allmerica Financial October 2000 - 2002
Rapley / VECO Engineering December 1995 - September 2000
Education
Colorado School of Mines 1986 — 1991
Bachelor of Science (Engeering), Mechanical and Electrical Engineering
Golden High School 1982 — 1985
Cetera Advisor Networks May 2012 - Present
Raymond James Financial Services November 2002 - February 2010
Allmerica Financial October 2000 - 2002
Rapley / VECO Engineering December 1995 - September 2000
Education
Colorado School of Mines 1986 — 1991
Bachelor of Science (Engeering), Mechanical and Electrical Engineering
Golden High School 1982 — 1985
Frank H. Kreysar Frank H. Kreysar's Cetera Advisor Networks Experience May 2003 - Present
Job Investment Advisor Representative at Cetera Advisor Networks, Member SIPC
Industry Financial Services
Experience
Cetera Advisor Networks May 2003 - Present
Mechanicsburg, PA September 1987 - September 2011
Skills
Retirement Planning, Estate Planning, Tax Reduction Strategies, Strategic Financial..., Wealth Management, Investments, Retirement, Securities, Financial Services, Finance, Series 63, Disability Insurance, Business Planning, Series 65, Series 6, Personal Finance, Analysis, Investment Advisory
Education
University of Miami, Florida 1977 — 1979
Bachelor of Arts, Marine Science
Harrisburg Area Community College 1972 — 1974
Associate of Arts, Liberal Arts
Cetera Advisor Networks May 2003 - Present
Mechanicsburg, PA September 1987 - September 2011
Skills
Retirement Planning, Estate Planning, Tax Reduction Strategies, Strategic Financial..., Wealth Management, Investments, Retirement, Securities, Financial Services, Finance, Series 63, Disability Insurance, Business Planning, Series 65, Series 6, Personal Finance, Analysis, Investment Advisory
Education
University of Miami, Florida 1977 — 1979
Bachelor of Arts, Marine Science
Harrisburg Area Community College 1972 — 1974
Associate of Arts, Liberal Arts
Barry P. Debany Barry P. Debany's Cetera Advisor Networks Experience May 2005 - Present
Job Registered Representative
Industry Financial Services
Experience
Cetera Advisor Networks May 2005 - Present
Cetera Advisor Networks March 2005 - Present
Debanyfinancial Group, LLC Registered Investment Advisor March 2004 - Present
Cetera Advisor Networks April 1992 - Present
Citibank, NA December 1976 - April 1992
Education
City University of New York-John Jay College of Criminal Justice 1972 — 1976
B.S., Criminal Justice, Police Science
Cetera Advisor Networks May 2005 - Present
Cetera Advisor Networks March 2005 - Present
Debanyfinancial Group, LLC Registered Investment Advisor March 2004 - Present
Cetera Advisor Networks April 1992 - Present
Citibank, NA December 1976 - April 1992
Education
City University of New York-John Jay College of Criminal Justice 1972 — 1976
B.S., Criminal Justice, Police Science
Scott Pyle Scott Pyle's Cetera Advisor Networks Experience 2007 - Present
Job Personal Wealth Advisor, Comprehensive Wealth Management Group
Industry Financial Services
Experience
Comprehensive Wealth Management Group 2007 - Present
SageView Advisory Group 2007 - Present
Cetera Advisor Networks 2007 - Present
Armstrong/Robitaille- Union Banc Insurance Services 1998 - 2007
Education
The American College 1985 — 1989
CLU, ChFC, Insurance and Financial Planning
University of Minnesota-Twin Cities 1973 — 1976
Business Administration
Comprehensive Wealth Management Group 2007 - Present
SageView Advisory Group 2007 - Present
Cetera Advisor Networks 2007 - Present
Armstrong/Robitaille- Union Banc Insurance Services 1998 - 2007
Education
The American College 1985 — 1989
CLU, ChFC, Insurance and Financial Planning
University of Minnesota-Twin Cities 1973 — 1976
Business Administration
Ken Stevens, CLU, ChFC Ken Stevens, CLU, ChFC's Cetera Advisor Networks Experience January 1998 - Present
Job Financial Advisor at Cetera Advisor Networks
Industry Financial Services
Experience
Cetera Advisor Networks January 1998 - Present
Education
University of Nebraska-Lincoln 1969 — 1974
Cetera Advisor Networks January 1998 - Present
Education
University of Nebraska-Lincoln 1969 — 1974
Devon Borje Devon Borje's Cetera Advisor Networks Experience July 2010 - August 2013
Job Chief Compliance Officer & LPL Registered Principal at Financial Advisors Network, Inc.
Industry Financial Services
Experience
Financial Advisors Network, Inc. September 2013 - Present
Cetera Advisor Networks July 2010 - August 2013
Ameriprise Financial January 1990 - June 2010
Skills
Leadership, Series 24, Series 9/10, Series 7, Series 63, Life & Disability...
Education
University of California, Santa Barbara 1979 — 1983
BA, Business Economics
Financial Advisors Network, Inc. September 2013 - Present
Cetera Advisor Networks July 2010 - August 2013
Ameriprise Financial January 1990 - June 2010
Skills
Leadership, Series 24, Series 9/10, Series 7, Series 63, Life & Disability...
Education
University of California, Santa Barbara 1979 — 1983
BA, Business Economics
Dan May, CFP® Dan May, CFP®'s Cetera Advisor Networks Experience October 1984 - Present
Job President & CEO at AdvisorNet Financial
Industry Financial Services
Experience
Cetera Advisor Networks October 1984 - Present
AdvisorNet Financial March 1984 - Present
Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Fixed Annuities, Investment Advisory, Estate Planning, Securities, Insurance, Life Insurance, Series 7, Series 63, Mutual Funds, Asset Allocation, IRAs, Series 24, Health Insurance, 401k, Risk Management, Finance, FINRA, Portfolio Management
Education
Minnesota State University, Mankato 1975 — 1978
Bachelor of Science Business, Economics and Marketing
Cetera Advisor Networks October 1984 - Present
AdvisorNet Financial March 1984 - Present
Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Fixed Annuities, Investment Advisory, Estate Planning, Securities, Insurance, Life Insurance, Series 7, Series 63, Mutual Funds, Asset Allocation, IRAs, Series 24, Health Insurance, 401k, Risk Management, Finance, FINRA, Portfolio Management
Education
Minnesota State University, Mankato 1975 — 1978
Bachelor of Science Business, Economics and Marketing
Peter Mickelson Peter Mickelson's Cetera Advisor Networks Experience February 2009 - Present
Job Financial Consultant at Cetera Advisor Networks
Industry Financial Services
Experience
Cetera Advisor Networks February 2009 - Present
MassMutual Financial Group September 2006 - March 2009
PFIC Securities February 1995 - September 2006
Skills
Retirement Planning, Retirement, Strategic Financial..., Series 7, Mutual Funds, Investments, Wealth Management, Fixed Annuities, Insurance, Series 63, 401k, Life Insurance, Estate Planning, Securities, Financial Services, Financial Analysis, Investment Advisory, Financial Advisory, Portfolio Management, Mortgage Lending, Small Business, Finance, Customer Service
Education
Lakeland College 1987 — 1990
Bachelor of Business Administration (B.B.A.), Economics Minor, Business Administration and Management, General
Northeast Wisconsin Technical College 1979 — 1981
Credit Management, Credit Management
University of Wisconsin-Oshkosh 1975 — 1978
Business Administration and Management, General
Sturgeon Bay High School 1972 — 1975
Cetera Advisor Networks February 2009 - Present
MassMutual Financial Group September 2006 - March 2009
PFIC Securities February 1995 - September 2006
Skills
Retirement Planning, Retirement, Strategic Financial..., Series 7, Mutual Funds, Investments, Wealth Management, Fixed Annuities, Insurance, Series 63, 401k, Life Insurance, Estate Planning, Securities, Financial Services, Financial Analysis, Investment Advisory, Financial Advisory, Portfolio Management, Mortgage Lending, Small Business, Finance, Customer Service
Education
Lakeland College 1987 — 1990
Bachelor of Business Administration (B.B.A.), Economics Minor, Business Administration and Management, General
Northeast Wisconsin Technical College 1979 — 1981
Credit Management, Credit Management
University of Wisconsin-Oshkosh 1975 — 1978
Business Administration and Management, General
Sturgeon Bay High School 1972 — 1975
Scott A Wight Scott A Wight's Cetera Advisor Networks Experience September 2013 - Present
Job Registered Representative, Cetera Advisor Networks
Industry Financial Services
Experience
Cetera Advisor Networks September 2013 - Present
New England Financial October 1990 - January 2001
Skills
Securities, Investments, Investment Strategies, FINRA, Wealth Management, Fixed Annuities, IRAs, Finance, Series 7, 401k, Retirement Planning, Mutual Funds, Retirement, Series 63, Series 6, Financial Planning, Insurance, Financial Services
Education
Salisbury University 1977 — 1981
BA, Finance
Cetera Advisor Networks September 2013 - Present
New England Financial October 1990 - January 2001
Skills
Securities, Investments, Investment Strategies, FINRA, Wealth Management, Fixed Annuities, IRAs, Finance, Series 7, 401k, Retirement Planning, Mutual Funds, Retirement, Series 63, Series 6, Financial Planning, Insurance, Financial Services
Education
Salisbury University 1977 — 1981
BA, Finance
Greg Brackett Greg Brackett's Cetera Advisor Networks Experience January 2013 - Present
Job Regional Director at Cetera Advisor Networks
Industry Financial Services
Experience
BAR Financial, LLC April 1999 - Present
Cetera Advisor Networks January 2013 - Present
Cetera Advisor Networks LLC April 1999 - Present
Wells Fargo Bank 1998 - 1999
Franklin Templeton Investments 1997 - 1998
Skills
Marketing, Series 7, Partnerships, Investments, Mutual Funds, Banking, Financial Advisory, Finance, Financial Services, Management, Portfolio Management, Mergers, Wealth Management, Strategic Financial..., Securities, Insurance, Mergers
Education
California State University-Chico 1993 — 1997
B.S., Management & Conflict Resolution
BAR Financial, LLC April 1999 - Present
Cetera Advisor Networks January 2013 - Present
Cetera Advisor Networks LLC April 1999 - Present
Wells Fargo Bank 1998 - 1999
Franklin Templeton Investments 1997 - 1998
Skills
Marketing, Series 7, Partnerships, Investments, Mutual Funds, Banking, Financial Advisory, Finance, Financial Services, Management, Portfolio Management, Mergers, Wealth Management, Strategic Financial..., Securities, Insurance, Mergers
Education
California State University-Chico 1993 — 1997
B.S., Management & Conflict Resolution
Eric Perkins, CFP(R) Eric Perkins, CFP(R)'s Cetera Advisor Networks Experience April 2011 - Present
Job Investment Advisor Represenative and Financial Advisor at Cetera Advisor Networks,LLC
Industry Financial Services
Experience
Cetera Advisor Networks April 2011 - Present
Elementary School District 159 2011 - 2013
MetLife March 2002 - July 2008
American Express April 1998 - February 2002
United States Marine Corps December 1983 - December 1992
Skills
Series 7, Series 63, Series 65, Life & Health Insurance..., Certified Financial..., Retirement, Life Insurance, Financial Goals, Health Insurance, Fixed Annuities, Retirement Planning
Education
DePaul University 2002 — 2004
Certificate Program in Financial Planning
Cetera Advisor Networks April 2011 - Present
Elementary School District 159 2011 - 2013
MetLife March 2002 - July 2008
American Express April 1998 - February 2002
United States Marine Corps December 1983 - December 1992
Skills
Series 7, Series 63, Series 65, Life & Health Insurance..., Certified Financial..., Retirement, Life Insurance, Financial Goals, Health Insurance, Fixed Annuities, Retirement Planning
Education
DePaul University 2002 — 2004
Certificate Program in Financial Planning
UCCU Financial Group UCCU Financial Group's Cetera Advisor Networks Experience March 1993 - April 2013
Job Affiliated with Utah Community Credit Union
Industry Financial Services
Experience
Cetera Advisor Networks March 1993 - April 2013
Skills
Credit, Customer Service, Mortgage Lending, Finance, Mortgage Banking, Process Improvement, Management, Sales, Financial Analysis, Microsoft Office, Strategic Planning, Team Building, Finance, Data Anlysis,..., Finance, Data Analysis,...
Education
N/A 1999 — 2002
Brigham Young University
Bachelors, Economics and Finance
Cetera Advisor Networks March 1993 - April 2013
Skills
Credit, Customer Service, Mortgage Lending, Finance, Mortgage Banking, Process Improvement, Management, Sales, Financial Analysis, Microsoft Office, Strategic Planning, Team Building, Finance, Data Anlysis,..., Finance, Data Analysis,...
Education
N/A 1999 — 2002
Brigham Young University
Bachelors, Economics and Finance
Benjamin Lefever Benjamin Lefever's Cetera Advisor Networks Experience January 2006 - Present
Job Financial Advisor at Orrstown Bank
Industry Financial Services
Experience
Cetera Advisor Networks January 2006 - Present
Skills
Investments, Mutual Funds, Wealth Management, Risk Management, Insurance
Education
Shippensburg University of Pennsylvania 2000 — 2004
Bachelor's degree, Economics
Cetera Advisor Networks January 2006 - Present
Skills
Investments, Mutual Funds, Wealth Management, Risk Management, Insurance
Education
Shippensburg University of Pennsylvania 2000 — 2004
Bachelor's degree, Economics
hannah maschwitz's Cetera Advisor Networks Experience September 2014 - June 2015
Job Marketing Project Manager
Industry Marketing and Advertising
Experience
Cetera Advisor Networks September 2014 - June 2015
PayJunction May 2014 - September 2014
PayJunction May 2012 - September 2014
Foodbank of Santa Barbara County November 2013 - April 2014
The Bohemian Grove May 2009 - July 2009
Skills
Marketing, Social Networking, Public Speaking, Recruiting, Social Media, Sales, Cold Calling, Leadership, Business Development, Advertising, Management, Microsoft Office, Blogging, Entrepreneurship, Microsoft Excel, PowerPoint, Research, Training, Social Media Marketing, Facebook, Microsoft Word, SaaS, Online Advertising, Start-ups, Forecasting, Event Planning, Marketing Communications, Event Management, Project Management, Fundraising, Strategic Planning, Marketing Strategy, Public Relations, Time Management, HTML, Google Adwords, Google Analytics, Adobe Creative Suite, Content Strategy, Brand Strategy
Education
Santa Barbara City College
Business/Corporate Communications
University of California, Santa Barbara
Bachelor's degree, Communication and Media Studies
Cetera Advisor Networks September 2014 - June 2015
PayJunction May 2014 - September 2014
PayJunction May 2012 - September 2014
Foodbank of Santa Barbara County November 2013 - April 2014
The Bohemian Grove May 2009 - July 2009
Skills
Marketing, Social Networking, Public Speaking, Recruiting, Social Media, Sales, Cold Calling, Leadership, Business Development, Advertising, Management, Microsoft Office, Blogging, Entrepreneurship, Microsoft Excel, PowerPoint, Research, Training, Social Media Marketing, Facebook, Microsoft Word, SaaS, Online Advertising, Start-ups, Forecasting, Event Planning, Marketing Communications, Event Management, Project Management, Fundraising, Strategic Planning, Marketing Strategy, Public Relations, Time Management, HTML, Google Adwords, Google Analytics, Adobe Creative Suite, Content Strategy, Brand Strategy
Education
Santa Barbara City College
Business/Corporate Communications
University of California, Santa Barbara
Bachelor's degree, Communication and Media Studies
Joseph (Joe) Shinske's Cetera Advisor Networks Experience September 2004 - July 2013
Job Financial Services Representative at CUNA Brokerage Services, Inc
Industry Financial Services
Experience
CUNA Brokerage Services, Inc July 2013 - Present
First Credit Union September 2004 - Present
Cetera Advisor Networks September 2004 - July 2013
Raymond James & Associates, Inc June 1994 - August 2004
Education
Northern Arizona University 1992 — 1994
B.S.B.A., Finance
CUNA Brokerage Services, Inc July 2013 - Present
First Credit Union September 2004 - Present
Cetera Advisor Networks September 2004 - July 2013
Raymond James & Associates, Inc June 1994 - August 2004
Education
Northern Arizona University 1992 — 1994
B.S.B.A., Finance
Dale Cors, AIF®'s Cetera Advisor Networks Experience March 1995 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
Cetera Advisor Networks March 1995 - Present
San Diego Air & Space Museum 2002 - 2008
EFT Corporation 1979 - 1994
International Aerospace Hall of Fame 1986 - 1992
USMC March 1965 - June 1969
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Long-term Care, Asset Managment
Education
Purdue University 1971 — 1973
M.A., American Studies
Purdue University 1969 — 1971
B.S., Business Economics
Purdue University 1961 — 1964
B.S., Business Economics
Cetera Advisor Networks March 1995 - Present
San Diego Air & Space Museum 2002 - 2008
EFT Corporation 1979 - 1994
International Aerospace Hall of Fame 1986 - 1992
USMC March 1965 - June 1969
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Long-term Care, Asset Managment
Education
Purdue University 1971 — 1973
M.A., American Studies
Purdue University 1969 — 1971
B.S., Business Economics
Purdue University 1961 — 1964
B.S., Business Economics
Erin Hooten's Cetera Advisor Networks Experience September 2007 - October 2014
Job Compliance Officer at Essex National Securities, LLC
Industry Financial Services
Experience
Essex National Securities, LLC October 2014 - Present
Cetera Advisor Networks September 2007 - October 2014
BAR Financial, LLC September 2007 - October 2014
Legacy Financial Services 2006 - 2007
Morgan Stanley June 2005 - April 2006
Education
University of California, Davis 1999 — 2001
BA, Spanish and Italian
Universita di Padova 1998 — 1998
Italian
UC Riverside 1996 — 1997
General Studies
Essex National Securities, LLC October 2014 - Present
Cetera Advisor Networks September 2007 - October 2014
BAR Financial, LLC September 2007 - October 2014
Legacy Financial Services 2006 - 2007
Morgan Stanley June 2005 - April 2006
Education
University of California, Davis 1999 — 2001
BA, Spanish and Italian
Universita di Padova 1998 — 1998
Italian
UC Riverside 1996 — 1997
General Studies
Edward Rosenblatt, Ph.D., AAMS, CMFC's Cetera Advisor Networks Experience October 1995 - Present
Job Financial Advisor at Cetera Advisor Networks, Member SIPC 8883533642
Industry Financial Services
Experience
Cetera Advisor Networks October 1995 - Present
Boeing January 1992 - September 1995
The Aerospace Corporation May 1990 - January 1992
Skills
Investment Management, Income Protection, Wealth Accumulation, Estate Planning, Retirement Planning, Savings Plan Rollovers
Education
University of California, Los Angeles 1979 — 1989
Ph.D., Astrophysics
Fairfax High 1976 — 1979
Cetera Advisor Networks October 1995 - Present
Boeing January 1992 - September 1995
The Aerospace Corporation May 1990 - January 1992
Skills
Investment Management, Income Protection, Wealth Accumulation, Estate Planning, Retirement Planning, Savings Plan Rollovers
Education
University of California, Los Angeles 1979 — 1989
Ph.D., Astrophysics
Fairfax High 1976 — 1979
Bob Celeste's Cetera Advisor Networks Experience June 1983 - Present
Job CFP® Practitioner at Cetera Advisor Networks LLC, Member FINRA Member SIPC
Industry Financial Services
Experience
Cetera Advisor Networks June 1983 - Present
Education
San Diego State University-California State University
Bachelor of Science (BS), Finance
College for Financial Planning
Certified Financial Planner (TM), Financial Planning and Services
Point Loma High School
Cetera Advisor Networks June 1983 - Present
Education
San Diego State University-California State University
Bachelor of Science (BS), Finance
College for Financial Planning
Certified Financial Planner (TM), Financial Planning and Services
Point Loma High School
James O. Herlocker, CFP's Cetera Advisor Networks Experience February 1987 - Present
Job Certified Financial Planner
Industry Investment Management
Experience
The Center For Financial Planning February 1987 - Present
Cetera Advisor Networks February 1987 - Present
Waddell & Reed July 1978 - February 1987
Skills
Investments, Strategic Financial..., Securities, Certified Financial..., Retirement Planning, Retirement, Wealth Management, Asset Allocation, Investment Advisory..., Estate Planning, IRAs, 401k, Investment Strategies, Asset Management, Mutual Funds, Series 7, Finance, Fixed Annuities, Series 65
Education
College for Financial Planning 1985 — 1986
CFP Certification Professional Education Program
Purdue University 1971 — 1975
BS
New Trier East
The Center For Financial Planning February 1987 - Present
Cetera Advisor Networks February 1987 - Present
Waddell & Reed July 1978 - February 1987
Skills
Investments, Strategic Financial..., Securities, Certified Financial..., Retirement Planning, Retirement, Wealth Management, Asset Allocation, Investment Advisory..., Estate Planning, IRAs, 401k, Investment Strategies, Asset Management, Mutual Funds, Series 7, Finance, Fixed Annuities, Series 65
Education
College for Financial Planning 1985 — 1986
CFP Certification Professional Education Program
Purdue University 1971 — 1975
BS
New Trier East
M. Benay Curtis-Bauer's Cetera Advisor Networks Experience November 2009 - Present
Job Cetera Advisor Networks Financial Consultant, Investment Advisor Representative www.mynesteg.BIZ
Industry Financial Services
Experience
Cetera Advisor Networks November 2009 - Present
Skills
Investments, Securities, FINRA, Insurance, Finance, Real Estate Investment..., Mutual Funds, Financial Planning, Asset Protection, Retirement Planning
Education
University of California, Berkeley
Bachelor of Science, Architecture
Cetera Advisor Networks November 2009 - Present
Skills
Investments, Securities, FINRA, Insurance, Finance, Real Estate Investment..., Mutual Funds, Financial Planning, Asset Protection, Retirement Planning
Education
University of California, Berkeley
Bachelor of Science, Architecture
Cheryll Smith's Cetera Advisor Networks Experience
Job
Industry Financial Services
Experience
Cetera Advisor Networks
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Purdue University 1970 — 1974
Bachelor of Science (BS), Business Family and Consumer Sciences/Human Sciences
Cetera Advisor Networks
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Purdue University 1970 — 1974
Bachelor of Science (BS), Business Family and Consumer Sciences/Human Sciences
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY