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John W
CFP®, ChFC®, Series 63, Series 66
Houston, TX
Cetera
John Wheeler Jr. is a CFP® and ChFC® with 32 years of industry experience, currently affiliated with Cetera. His career includes long-term roles at Mass Mutual Investors Services and Massmutual Life Insurance Company, as well as maintaining Wheeler & Associates and Gulf Coast Insurance Services since 1969. He holds leadership roles in nonprofit organizations, including serving as president-elect and secretary for NAIFA. Cetera Investment Advisers LLC is a large nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services, operating a multi-manager platform that allows advisors to use affiliated and third-party managers across various program structures.
James S
Series 65, Series 63
Houston, TX
Cetera
James Starnes Jr. is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing one year of industry experience. Prior to Cetera, he worked at Mass Mutual and has been involved in baseball coaching as an independent contractor. He also serves as a registered administrative assistant at Totus Wealth Management. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and retirement services. The firm operates a multi-manager platform that provides advisors access to affiliated and third-party investment models and strategies.
John A
Series 63, Series 66
Houston, TX
Cetera
John Ashley is a financial professional at Cetera with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Mass Mutual and MetLife. Outside of his advisory role, he serves on the board of a nonprofit organization assisting families traveling for children's medical care and is involved in aluminum patio cover sales. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of advisors and uses a multi-manager platform with various program options and affiliated third-party managers.
Sammy S
CFP®, ChFC®, Series 63, Series 65
Houston, TX
Cetera
Sammy Salek is a CFP® and ChFC® with 15 years of experience in the financial services industry. He is currently affiliated with Cetera and has held roles at Cetera Advisors LLC and Totus Wealth Management since 2021. Outside of his advisory work, Salek serves on the parish council of Forty Holy Martyrs Orthodox Church and holds a leadership role as Secretary/Treasurer for NAIFA Houston. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, and institutional accounts. It offers a multi-manager platform with a variety of discretionary and non-discretionary investment programs, incorporating both affiliated and third-party managers.
James S
CFP®, Series 63, Series 65
Houston, TX
Cetera
James Starnes is a CFP® with 25 years of experience in financial advising, currently serving at Cetera. His career includes roles at several firms such as Mass Mutual Investors Services, Metlife Securities, UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he owns and operates multiple businesses including insurance agencies and an entity involved in the ownership and sale of recreational vehicles and automobiles. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that supports model portfolios, third-party managers, and customized strategies.
Latafath H
Series 63, Series 66
Houston, TX
Cetera
Latafath Hussain is a financial advisor with Cetera in Houston, TX, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. Her career includes roles at MassMutual, MetLife Securities, and her own firm, Latafath Hussain Financial Services, LLC. Outside of financial services, she is involved in agricultural activities through Zabie's Farm, where she helps supervise vegetable growing and livestock care. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving individuals, retirement plans, and institutional clients with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.
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