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Benjamin Z

Series 66

Franklin, TN

Cetera

Benjamin Zeidman is a financial advisor with Cetera, holding a Series 66 credential and three years of industry experience. He has worked at Cetera and its affiliated entities since 2016 and also has over two decades of experience at Regions Bank, where he serves as a wealth advisor. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through various program structures and custodial relationships.

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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Kenneth S

Series 66

Franklin, TN

Cetera

Kenneth Smith is a financial advisor with Cetera in Franklin, TN, holding a Series 66 designation and six years of industry experience. He has worked at Cetera since 2020 and also serves as a wealth advisor at Regions Bank, where he works with high-net-worth clients on loans, trusts, mortgage, insurance, and estate planning. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors, leveraging multiple investment platforms and third-party 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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