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Kirby M
Series 63, Series 65
Omaha, NE
Cetera
Kirby Mcdonald is a financial advisor with Cetera and holds Series 63 and Series 65 credentials. He has 39 years of industry experience and has been with Cetera Advisors LLC since 2013. Mcdonald serves as a board member of the Mission Hills Homeowners Association and also works as a life insurance agent with Foresters Financial. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including access to affiliated and third-party managers as well as customizable investment strategies.
Samuel A
CFP®, Series 63, Series 65, Series 66
Omaha, NE
Cetera
Samuel Alexander is a financial advisor at Cetera with 20 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. His prior work includes roles at Jackson National Life Distributors LLC and Woodbury Financial Services Inc. He serves on the board of the Child Saving Institute, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors. The firm offers a range of services including portfolio management, financial planning, and retirement consulting to individual, corporate, charitable, and institutional clients.
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