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Christian P
Series 63, Series 66
Fairport, NY
Cetera
Christian Pappas is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has worked with Cetera since 2019 and previously was employed by Foresters Financial Services and Foresters Advisory Services LLC from 2014 to 2019. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services using multiple program structures, model portfolios, and third-party managers.
Tomas A
Series 63, Series 66
Fairport, NY
Cetera
Tomas Aponte is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Cetera in 2019, he worked at Foresters Financial and Foresters Advisory Services LLC from 2012 to 2019. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers. The firm operates a large nationwide network of independent advisors and manages over $256 billion in assets.
Timothy M
Series 66, Series 63
Fairport, NY
Cetera
Timothy Mastellar is a financial advisor with Cetera and holds Series 66 and Series 63 licenses. He has five years of industry experience, including roles at Cetera and Horizon Solutions. Outside of his advisory work, he has been involved with Ammerly Advisors, a business affiliated with his firm. Cetera Investment Advisers LLC is a nationwide network serving individual, corporate, and institutional clients through discretionary and non-discretionary portfolio management, offering a range of investment platforms and third-party manager access.
Linda M
Series 63, Series 65
Fairport, NY
Cetera
Linda Mastellar is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has worked at Cetera since 2019 and previously spent eight years with Foresters Financial. Outside of her advisory role, Mastellar serves as Chairperson of the Varick Town Planning Board and is involved with the Romulus Foundation for Educational Opportunities, which provides grants for teachers. She also serves on the Romulus Central School Board, overseeing policy and budget matters. 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 with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets through a network of more than 10,000 advisors.
Jason M
Series 63, Series 65
Fairport, NY
Cetera
Jason Mincer is a financial advisor with Cetera in Fairport, NY, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. His background includes roles at Foresters Advisory Services and Foresters Financial Services, as well as community involvement with the Jewish Community Center and Blackfriars Theatre. He is also a 15% owner of Ammerly Advisors, a business associated with Cetera. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform featuring a variety of portfolio management and financial planning services, with more than 10,000 advisors managing over $256 billion in assets.
Alex C
Series 63, Series 65
Fairport, NY
Cetera
Alex Casale is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2019. Prior to that, he was with Foresters Financial Services and served in an academic role at SUNY College of Brockport. Casale is also a member of the finance committee and treasurer of the Highland Park Conservancy. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a national network of independent advisors. The firm offers a range of investment management and retirement services, with a multi-manager platform that includes affiliated and third-party managers across various program structures.
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