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Rebecca N

Series 66

Oviedo, FL

Cetera

Rebecca Ning is a financial advisor with Cetera who holds the Series 66 designation and has 12 years of industry experience. Her prior work includes roles at First Allied Securities, Summit Brokerage Services, and Girard Securities. Outside of her advisory work, she is involved as a partner in Blue Line Hockey Tournaments, LLC, hosting youth hockey tournaments, and operates a lifestyle and fitness business focused on life coaching and eBook production. Cetera Investment Advisers LLC is a large, SEC-registered firm serving a diverse client base including individuals, employer-sponsored retirement plans, corporations, and institutional accounts. The firm offers a multi-manager platform with various program options ranging from automated allocations to unified managed accounts, supporting both discretionary and non-discretionary portfolio management.

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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Marc S

Series 66

Oviedo, FL

Cetera

Marc Stasik is a financial advisor with Cetera, holding a Series 66 credential and bringing 14 years of industry experience. He has worked with firms including Sigma Planning Corporation and Cetera Advisors LLC. Outside of his advisory role, Stasik is a co-owner of Grasel Graphics Inc, a custom apparel business, and serves as an elected board member for St. Luke's Lutheran Church in Oviedo, FL. 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 consulting services through a large network of independent advisors and employs a multi-manager platform with access to various program structures 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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