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Rebecca C
Series 66
Chicago, IL
Cetera
Rebecca Coleman is a financial advisor with Cetera who holds a Series 66 designation and has 25 years of industry experience. She has worked at Cetera since 2004 and also serves as a partner at Coleman & Associates CPA's Ltd, providing financial and tax services. In addition to her advisory roles, she is the treasurer of A Red Orchid Theatre, a nonprofit organization based in Chicago. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement various portfolio management strategies through affiliated and third-party managers across multiple program structures.
Thomas S
PFS™, Series 63, Series 65
Chicago, IL
Cetera
Thomas Seiwert is a financial advisor with Cetera who holds the PFS™ designation and has 36 years of industry experience. He has held roles at Cetera since 2004 and leads Seiwert Financial Services, Inc. in Chicago. Outside of advisory work, he is the owner of an accounting and tax services firm and serves as a director of the Paul Seiwert Foundation, which assists children with cancer. Cetera Investment Advisers LLC serves a broad client base including 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 multiple program structures and third-party money managers.
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