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Robert D
Series 63, Series 65, Series 66
Charlotte, NC
Cetera
Robert Dulskis is a financial advisor at Cetera with 43 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Summit Financial Group Inc and Summit Brokerage Services Inc. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.
David P
Series 63, Series 65
Charlotte, NC
Cetera
David Prewette is a financial advisor with Cetera in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at several firms, including Center Street Advisors and Arete Wealth Advisors. Outside of his advisory role, he owns a real estate company he uses for family property and occasional referral fees, and is involved in providing brokerage and advisory services through his own DBA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform enabling advisors to implement a variety of model portfolios, bespoke strategies, and program options across discretionary and non-discretionary accounts, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.
Scott S
Series 63, Series 65
Charlotte, NC
Cetera
Scott Smith is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2014 to 2023. Smith is a managing partner at Convergent Financial Partners, LLC, where he provides brokerage and advisory services, and serves as a board member of the NCSHP Foundation, a nonprofit supporting troopers and their families. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.
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