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Angela D

Series 66

Hillsboro, OR

Cetera

Angela Davis is a financial advisor with Cetera who holds a Series 66 designation and has 10 years of industry experience. She has worked at Cetera and Cetera Investment Services LLC since 2016 and serves as a logistics officer in the Oregon Army National Guard. Cetera Investment Advisers LLC is an SEC-registered adviser that offers services through a large nationwide network of independent advisors. The firm serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, providing a variety of portfolio management and financial planning options through a multi-manager platform.

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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Emma W

Series 66

Hillsboro, OR

Cetera

Emma Ware is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Her prior work includes roles at Heritage Wealth Strategies, Heritage Bank, Softball University, Home Depot, Pacific Lutheran University, and Glencoe High School. Cetera Investment Advisers LLC is an SEC-registered adviser that serves 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 a large nationwide network of independent advisors and employs a multi-manager platform with discretionary and non-discretionary program options.

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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