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Christopher L

Series 63, Series 65

Long Beach, NY

Cetera

Christopher Liotta is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked with Cetera Wealth Services, LLC since 2013 and Maximus Financial Services since 2009. Outside his advisory work, he is an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates as a multi-manager platform that provides access to both affiliated and third-party investment 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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Jacob F

Series 63, Series 65

Long Beach, NY

Cetera

Jacob Fruchter is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with Cetera and its affiliates since 2013 and has operated his own advisory practice since 1982. Outside of his advisory work, he serves as vice president and main preparer at Mutual Income Tax Service Inc. and acts as a trustee for a family trust. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse 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 with access to affiliated 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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Stephen D

CFP®, Series 63

Long Beach, NY

Cetera

Stephen Durso is a CFP® professional with 31 years of experience in the financial services industry. He is currently affiliated with Cetera and has previously worked at North Ridge Securities Corp. for over two decades. In addition to his advisory roles, he is involved in tax preparation and holds an insurance license, selling life, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm that 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 consulting services through a multi-manager platform that includes both affiliated and third-party investment 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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