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Serge S

Series 66

Fairbanks, AK

Cetera

Serge Suleimani is a financial advisor with Cetera in Fairbanks, Alaska, holding a Series 66 designation and bringing 27 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. In addition to his advisory work, he is the owner of Hot To Trot, a business that makes and sells fermented sauces. Cetera Investment Advisers LLC is a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that provides access to affiliated and third-party managers across various 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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