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David F
Series 63, Series 66
Bala Cynwyd, PA
Cetera
David Fattizzo is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His career includes extensive tenure at Foresters Financial from 1990 to 2019, followed by roles at Foresters Advisory Services and BNI before joining Cetera in 2019. He is a chapter member of Business Network International, where he participates in weekly meetings focused on business support and developing referral partnerships. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, ERISA retirement services, and access to third-party money managers.
Avram G
Series 63, Series 65
Bala Cynwyd, PA
Cetera
Avram Greenberg is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Cetera and its affiliated entities since 2019. Outside of his advisory work, he is involved with Catherine Greenberg Photography. Cetera Investment Advisers LLC is an SEC-registered firm that offers portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm utilizes a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create custom strategies.
Lawrence S
Series 63, Series 66
Bala Cynwyd, PA
Cetera
Lawrence Shaw is a financial advisor at Cetera with 40 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Mercer Global Advisors Inc., Andrew Garrett, Inc., and Cordasco Financial Network, Inc. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.
Edward H
Series 63, Series 65
Bala Cynwyd, PA
Cetera
Edward Ha is a financial advisor at Cetera with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and Cetera Investment Services since 2019, following three years at Foresters Financial. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that includes affiliated and third-party managers, with programs ranging from automated allocations to direct indexing and unified managed accounts.
Darryl L
Series 63, Series 66
Bala Cynwyd, PA
Cetera
Darryl Longo is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has worked at Cetera and related entities since 2019 and previously spent nine years at Foresters Financial and four years at Foresters Advisory Services LLC. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment managers.
Romana P
Series 63, Series 66
Bala Cynwyd, PA
Cetera
Romana Popewiny is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. She has worked at Cetera and its affiliated firms since 2015 and previously spent 27 years at Foresters Financial. She is also a notary. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform with various program options and custodial relationships.
Steven T
ChFC®, Series 63, Series 65
Bala Cynwyd, PA
Cetera
Steven Trojanov is a financial advisor at Cetera with 35 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His career includes roles at Edward Jones, Prudential Insurance Company of America, and multiple insurance agencies bearing his name. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services.
David P
Series 63, Series 66
Bala Cynwyd, PA
Cetera
David Pfotenhauer is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera since 2019, following prior roles at Foresters Advisory Services LLC and Foresters Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes both affiliated and unaffiliated third-party managers, operating across multiple program structures and custodial relationships.
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