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Jhordy M
Series 65, Series 63
Iselin, NJ
Cetera
Jhordy Matos is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Sigma Financial Corporation and Family Financial Advisors, Inc. Outside of his advisory work, he is active as an Amazon Flex driver. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to various third-party managers and investment program structures.
Robert H
Series 65, Series 63
Iselin, NJ
Cetera
Robert Hetherington is a financial advisor at Cetera with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at firms including Capital Analysts, Lincoln Investment, LPL Financial LLC, and JPMorgan Securities, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Douglas P
Series 63, Series 66
Iselin, NJ
Cetera
Douglas Phillips is a financial advisor with Cetera, holding the Series 63 and Series 66 designations and possessing 20 years of industry experience. His career includes roles at Foresters Financial and its affiliated entities from 2011 to 2019 before joining Cetera in 2019. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform supporting both discretionary and non-discretionary strategies.
Carla O
Series 66, Series 63
Iselin, NJ
Cetera
Carla Oliveira is a financial advisor at Cetera with 14 years of industry experience. She holds the Series 66 and Series 63 licenses and previously worked at Foresters Financial Services from 2015 to 2019. Outside of her advisory role, she is a 100% owner of a rental property. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, featuring a multi-manager platform with access to affiliated and third-party managers, supporting various investment strategies and account structures.
Michael L
CFP®, Series 66
Iselin, NJ
Cetera
Michael Lee is a CFP® professional with seven years of industry experience, currently affiliated with Cetera. His prior work includes roles at Equitable Advisors and AXA Advisors, as well as ownership of MSL Capital Management Group, a business operated under Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services, operating as a multi-manager platform with access to affiliated and third-party managers, and manages over $256 billion in assets through a network of more than 10,000 advisors.
Debra A
Series 63, Series 66
Iselin, NJ
Cetera
Debra Abbott Walker is a financial advisor at Cetera with 14 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes roles at Citigroup, Equitable Advisors LLC, New York Life Insurance Company, Northwestern Mutual, and AXA Advisors. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and features a multi-manager platform with various program options and custodial relationships.
Katherine M
Series 63, Series 66
Iselin, NJ
Cetera
Katherine Mcguire is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Cetera and its affiliated entities since 2019, and previously worked at Foresters Financial Services and Sundance Outdoors. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management, financial planning, and retirement services through multiple program structures and custodial relationships.
James D
Series 63, Series 65
Iselin, NJ
Cetera
James Dambrosio is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera since 2019. Outside of his advisory role, Dambrosio serves as president and board member of the Cedar Hill Club and works part-time as an emergency 911 dispatcher. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
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