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Kenneth S

Series 66, Series 63

Commack, NY

Cetera

Kenneth Spielman is a financial advisor with Cetera who holds Series 66 and Series 63 licenses and has 32 years of industry experience. His work history includes roles at LPL Financial, INVEST Financial Corporation, and Asset & Financial Planning, Ltd. Outside of his advisory work, he is a part owner of Atlantic Cove Marina and is involved in related holding companies. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts through a multi-manager platform offering portfolio management, financial planning, and retirement services.

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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Roberta K

Series 63

Commack, NY

Cetera

Roberta Kahn is a financial advisor at Cetera with nine years of industry experience. She holds a Series 63 designation and has previously worked at LPL Financial and INVEST Financial Corp. Outside of advising, she coaches pickleball at Sportime Port Washington. 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 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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William A

Series 63

Commack, NY

Cetera

William Andersen is a financial advisor with Cetera, holding a Series 63 designation and 18 years of industry experience. He has worked with firms including LPL Financial and INVEST Financial Corporation, and maintains ongoing roles in tax return preparation and personal income tax services through Hoffman & Bentovim and Professional Tax Savers/Suffolk Service Bureau. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform that supports a diverse selection of investment strategies and program structures.

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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