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Bertin S

Series 63, Series 65

Bluffton, SC

Cetera

Bertin Stuckart Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 42 years of experience in the industry. His work history includes positions at Bank of America, Merrill, UBS Financial Services, and Atlantic Investors. He serves as a board member for the United Way of the Lowcountry and the Shell Hall Property Owners Association. Stuckart is also an insurance agent involved in the sale of life, annuities, and long-term care insurance. Cetera Investment Advisers LLC operates a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm provides portfolio management, financial planning, retirement services, and access to third-party managers through a multi-manager platform with a variety of program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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William S

Series 66

Bluffton, SC

Cetera

William Stuckart is a financial advisor with Cetera in Bluffton, SC, holding a Series 66 designation and 10 years of industry experience. He has worked at firms including Bank of America, Merrill, and Summit Financial Group. Outside of advising, he serves as Membership Chairman for the Vanlandingham Rotary Board and as Treasurer for Harbor 20 Fleet 3. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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